Alan R. Leist, III Revocable Trust
ShareholderStrategic Financial Services, Inc.
About Alan R. Leist, III Revocable Trust
Alan R. Leist, III Revocable Trust is listed as Shareholder at Strategic Financial Services, Inc. in Utica, NY. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Strategic Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alan R. Leist, III Revocable Trust work?
Alan R. Leist, III Revocable Trust is listed as Shareholder at Strategic Financial Services, Inc. on SEC Form ADV.
How much of Strategic Financial Services, Inc. does Alan R. Leist, III Revocable Trust own?
Form ADV reports a beneficial ownership band of 50-75%.
Strategic Financial Services, Inc.
| Title | Shareholder |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |