NA
Nicholas A. Accordino
STRATEGIC FINANCIAL SERVICES
Utica, NY 13502
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CRD#: 7889570
NA
Professional summary
Nicholas A Accordino is a registered financial advisor currently at STRATEGIC FINANCIAL SERVICES located in Utica, New York.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nicholas 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas A Accordino'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®
NoneExperience
Current
July 9, 2024 - Present
STRATEGIC FINANCIAL SERVICES
Office #1: 114 Business Park Drive, Utica, NY 13502RIA
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(7/9/2024)
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)Loading...
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 (18 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 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
