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STRATEGIC FINANCIAL SERVICES, INC.

Company Details

Name: STRATEGIC FINANCIAL SERVICES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 Oct 1988 (37 years ago)
Entity Number: 1300105
ZIP code: 13502
County: Oneida
Place of Formation: New York
Address: 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502

Shares Details

Shares issued 23000

Share Par Value 1

Type PAR VALUE

Chief Executive Officer

Name Role Address
ALAN R LEIST III Chief Executive Officer 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 114 BUSINESS PARK DRIVE, UTICA, NY, United States, 13502

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001432539
Phone:
3157241776

Latest Filings

Form type:
13F-HR
File number:
028-13318
Filing date:
2025-02-11
File:
Form type:
13F-HR
File number:
028-13318
Filing date:
2024-11-14
File:
Form type:
N-PX
File number:
028-13318
Filing date:
2024-08-27
File:
Form type:
13F-HR
File number:
028-13318
Filing date:
2024-08-12
File:
Form type:
13F-HR
File number:
028-13318
Filing date:
2024-05-07
File:

Form 5500 Series

Employer Identification Number (EIN):
161334685
Plan Year:
2023
Number Of Participants:
42
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
40
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
31
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
37
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
37
Sponsors Telephone Number:

History

Start date End date Type Value
2024-10-01 2024-10-01 Address 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Chief Executive Officer)
2011-08-31 2024-10-01 Address 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Service of Process)
2011-08-31 2024-10-01 Address 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Chief Executive Officer)
2011-02-22 2011-08-31 Address 114 BUSINESS PARK DRIVE, UTICA, NY, 13502, USA (Type of address: Service of Process)
2011-02-22 2024-10-01 Shares Share type: PAR VALUE, Number of shares: 23000, Par value: 1

Filings

Filing Number Date Filed Type Effective Date
241001040342 2024-10-01 BIENNIAL STATEMENT 2024-10-01
220126002165 2022-01-26 BIENNIAL STATEMENT 2022-01-26
181018006387 2018-10-18 BIENNIAL STATEMENT 2018-10-01
161005006180 2016-10-05 BIENNIAL STATEMENT 2016-10-01
141001006490 2014-10-01 BIENNIAL STATEMENT 2014-10-01

USAspending Awards / Financial Assistance

Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
671600.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
90809056
Mark:
STRATEGICONE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
STRATEGICONE

Goods And Services

For:
Financial services, namely, financial planning services, financial investment management services, wealth management services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87174545
Mark:
STRATEGIC SKY
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2016-09-17
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
STRATEGIC SKY

Goods And Services

For:
Financial asset management
First Use:
2016-06-30
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 16 Mar 2025

Sources: New York Secretary of State