AR
Alan Remy Leist
CRD 2641909
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Strategic Financial Services, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Strategic Financial Services, Inc.
Ceo · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗