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Robert Tedesco

Wealthspire Retirement Advisory

Oyster Bay, NY

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-21
  • NY RA
    APPROVED
    Since 2024-11-21

Branch Locations

Oyster Bay, NY • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nfp Corp. New York NY 04/2014 01/2024
Nfp Retirement, Inc. Aliso Viejo CA 01/2024 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 04/2014 → 01/2024
    Nfp Corp.
    New York, NY
  • 01/2024 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-21
S63 Uniform Securities Agent State Law Examination 2001-12-17
  • S65 Uniform Investment Adviser Law Examination
    2024-11-21
  • S63 Uniform Securities Agent State Law Examination
    2001-12-17

View on SEC IAPD

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