Matthew Taylor Johnson
Investment adviser representative at Strategic Financial Services
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
37 yearsFirm in business
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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
10 years in the industry.
- Strategic Financial Services, Inc.Nov 2024 to now
- Grove Point Investments, LLCMar 2024 to Nov 2024
- Cadaret Grant & Co., Inc.Jun 2023 to Nov 2024
- Finger Lakes Community CollegeOct 2022 to Jun 2023
- Equitable Advisors, LLCJul 2022 to Oct 2022
- Cash RochesterJan 2022 to Apr 2022
- Fed ExMay 2021 to Sep 2021
- Fed ExMay 2020 to Jan 2021
- Nazareth CollegeAug 2018 to Jun 2022
- Canandaigua AcadamySep 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7600550
- Firm CRD
- 109677