GM
Gregory A. Mattacola
STRATEGIC FINANCIAL SERVICES
Utica, NY 13502
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CRD#: 6912771
GM
Professional summary
Gregory Allen Mattacola, CFP® is a registered financial advisor currently at STRATEGIC FINANCIAL SERVICES located in Utica, New York.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gregory has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Town of Westmoreland- Westmoreland, NY - Legal Consulting - Providing Legal Advice, 6-10 non-business hours devoted and 1-5 business hours devoted a month. Non-Investment Related. OBA Started in 2005. 10/1/2023-Present - Danelli Partners, 410 Canal Place Little Falls, NY - Adjunct Lecturer - Guest lecture as an adjunct on various topics such as conflict resolution, time management, stress management, privacy in the workplace, etc. Non-Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Allen Mattacola's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 18, 2021 - Present
STRATEGIC FINANCIAL SERVICES
Office #1: 114 Business Park Drive, Utica, NY 13502Office #2: 1320 Floyd Avenue, Rome, NY 13440RIA
CRD#: 109677
Utica, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
STRATEGIC FINANCIAL SERVICES
STRATEGIC FINANCIAL SERVICES | STRATEGIC INVESTMENT ADVISORS, INC. | STRATEGIC INVESTMENT ADVISORS INC | STRATEGIC FINANCIAL SERVICES, INC.
CRD#: 109677 / SEC#: 801-33774
RIA
Registered Investment Advisory firm - (2/17/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(11/18/2021)
Exams
Current Firm
SF
STRATEGIC FINANCIAL SERVICES
STRATEGIC FINANCIAL SERVICES | STRATEGIC INVESTMENT ADVISORS, INC. | STRATEGIC INVESTMENT ADVISORS INC | STRATEGIC FINANCIAL SERVICES, INC.
CRD#: 109677 / SEC#: 801-33774
RIA
Registered Investment Advisory firm - (2/17/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
114 Business Park Drive, Utica, NY 13502
Mailing Address
Phone number
(315) 724-1776
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,368 |
| AUM (Assets Under Management) | $ 2,281,912,091 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 07/23/2024 | ||
| 01/11/2024 | ||
| 12/22/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
