Alan Remy Leist
Investment adviser representative at Strategic Financial Services
14 yearsExperience
2 statesRegistered in
CFADesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Financial ServicesJul 2005 to now
- Cadaret, Grant & Co., Inc.Feb 2006 to Jul 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Financial Services
Legal name: Strategic Financial Services, Inc.
$2.8BAssets managed
1,336Clients
28Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2641909
- Firm CRD
- 109677