Sarah A Owens
Investment adviser representative at Strategic Financial Services
11 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
11 years in the industry.
- Strategic Financial Services, Inc.May 2025 to now
- University of Manchester and Timperley Altrincham Lacrosse ClubNov 2024 to Apr 2025
- Access Federal Credit UnionMay 2024 to Oct 2024
- StudentJan 2015 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8197151
- Firm CRD
- 109677