STRATEGIC FINANCIAL SERVICES, INC.
SEC file number 801-33774
· UTICA, NY
https://strategicmarketer.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.96B
Discretionary AUM
$1.83B
Employees
35
Clients
—
Firm
- Address
- 114 BUSINESS PARK DRIVE
UTICA, NY 13502 - Phone
- —
- Website
- https://strategicmarketer.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Financial Edge Strategic Fund, L.P. Medium name-match confidence · CIK 1459175 · FL
- CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
- EJF Financial Services Fund, LP Medium name-match confidence · CIK 1510157 · VA
- Onex Partners Financial Services LP Medium name-match confidence · CIK 2158381 · NY
- Asaak Financial Services Ltd Medium name-match confidence · CIK 1822345 · NY
- Atlas Financial Services, Inc. Medium name-match confidence · CIK 1844126 · CA
- Movik Financial Services Inc. Medium name-match confidence · CIK 2159548 · FL
- Onex Partners Financial Services A LP Medium name-match confidence · CIK 2158555 · NY
- PEOPLES FINANCIAL SERVICES CORP. Medium name-match confidence · CIK 1056943 · PA
- Tierra Financial Services, L.L.C. Medium name-match confidence · CIK 2090387 · AZ
- BASSWOOD STRATEGIC FINANCIAL FUND, L.P. Medium name-match confidence · CIK 1878244 · NY
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Onex Partners Financial Services LP · D · Nov 2, 2026
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Onex Partners Financial Services A LP · D · Nov 2, 2026
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Movik Financial Services Inc. · D · Oct 9, 2026$325K
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Movik Financial Services Inc. · D · Oct 9, 2026$4.5M
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FSB Financial Services, Inc. · D · Sep 8, 2026$13.3M
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FSB Financial Services, Inc. · D · May 15, 2026$30M
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Tierra Financial Services, L.L.C. · D · Mar 27, 2026
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EJF Financial Services Fund, LP · D/A · Mar 12, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2026
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Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M
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CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M
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PEOPLES FINANCIAL SERVICES CORP. · D · Jun 20, 2025$85M
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Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
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EJF Financial Services Fund, LP · D/A · Mar 12, 2025
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2025