Alan Remy Leist
CeoStrategic Financial Services, Inc.CRD 2641909
About Alan Remy Leist
Alan Remy Leist is listed as Ceo at Strategic Financial Services, Inc. in Utica, NY. Form ADV reports a beneficial ownership band of Under 5%. Alan Remy Leist is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Strategic Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alan Remy Leist work?
Alan Remy Leist is listed as Ceo at Strategic Financial Services, Inc. on SEC Form ADV.
How much of Strategic Financial Services, Inc. does Alan Remy Leist own?
Form ADV reports a beneficial ownership band of Under 5%.
Strategic Financial Services, Inc.
| Title | Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Strategic Financial Services, Inc.
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |