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Gregory Tedone

Strategic Financial Services

Utica, NY

Rochester, NY

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Current Employers
Strategic Financial Services

114 Business Park Drive, Utica, NY 13502 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-03-09
  • NY RA
    APPROVED
    Since 2022-03-09

Branch Locations

114 Business Park Drive, Utica, NY 13502 • United States

100 S Clinton Ave Innovation Squart, Rochester, NY 14604 • 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
Tiaa Rochester NY 01/2015 08/2018
Tiaa-Cref Individual & Institutional Services, Llc Rochester NY 01/2015 08/2018
Qci Asset Management, Inc. Pittsford NY 09/2018 11/2021
Wealth Enhancement Group Pittsford NY 11/2021 02/2022
Wealth Enhanceent Advisory Services Pittsford NY 11/2021 02/2022
Strategic Financial Services, Inc. Utica NY 03/2022 Present
  • 01/2015 → 08/2018
    Tiaa
    Rochester, NY
  • 01/2015 → 08/2018
    Tiaa-Cref Individual & Institutional Services, Llc
    Rochester, NY
  • 09/2018 → 11/2021
    Qci Asset Management, Inc.
    Pittsford, NY
  • 11/2021 → 02/2022
    Wealth Enhancement Group
    Pittsford, NY
  • 11/2021 → 02/2022
    Wealth Enhanceent Advisory Services
    Pittsford, NY
  • 03/2022 → Present
    Strategic Financial Services, Inc.
    Utica, NY
Previous Registrations
  • 2021-11-02 → 2022-02-17
    Wealth Enhancement Advisory Services, Llc
    Pittsford, NY
    Plymouth, MN
  • 2021-09-08 → 2021-11-29
    Qci Asset Management Inc
    Pittsford, NY
  • 2012-03-19 → 2015-02-09
    Manning & Napier Advisors, Llc
    Fairport, NY
    Fairport, NY
    Fairport, NY
    Fairport, NY
    Fairport, NY
    Fairport, NY
  • 2012-03-16 → 2013-12-31
    Manning & Napier Advisory Advantage Company, Llc
    Fairport, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-14
  • S66 Uniform Combined State Law Examination
    2012-02-14

View on SEC IAPD

Other Firms

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PARADIGM CONSULTING, INC.
OSAIC WEALTH, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC

Other Investors

DAVID S LEMIRE
DOUGLAS SCOTT WALTERS
Francesca Mae Asher
Kyle J Dempster
Nicholas A Accordino
Emma Uvanni
Shannon M Cool
JUDITH VICKS-SWEET

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · UTICA, NY
PARADIGM CONSULTING, INC. · UTICA, NY
OSAIC WEALTH, INC. · UTICA, NY
MORGAN STANLEY · Utica, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UTICA, NY
ROBERT W. BAIRD & CO. INCORPORATED · New Hartford, NY
COMMONWEALTH FINANCIAL NETWORK · New Hartford, NY
MML INVESTORS SERVICES, LLC · New Hartford, NY

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