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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-1989
- Office Locations
- 4
Office Locations
About Strategic Financial Services
Strategic Financial Services is a New York-based advisor serving individuals and families alongside retirement plans and nonprofits/institutions. The firm provides holistic financial planning and investment management built on evidence-based, long-term strategy (science over speculation). It also delivers custom retirement plan consulting with fiduciary investment guidance. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON R EVANS
Senior Advisor
- CRD
- #6058023
- Ownership
- 5% but less than 10%
DOUGLAS SCOTT WALTERS
Chief Investment Officer
- CRD
- #5186158
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Nicholas A Accordino
Associate Advisor
- CRD
- #7889570
Francesca Mae Asher
Advisor
- CRD
- #6697142
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,659,231,336 | $743,633 |
| Non-Discretionary | $148,347,886 | $11,411,376 |
| Total | $2,807,579,222 | $782,273 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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