Gregory
Tedone
Strategic Financial Services
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About this Advisor
Gregory Tedone is a financial advisor based in Utica, New York, working with Strategic Financial Services. Gregory has previously held positions at Manning & Napier Investor Services, Inc, Manning & Napier Advisors, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Strategic Financial Services, Inc, and Qci Asset Management, Inc. Gregory has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Gregory is part of Strategic Financial Services, which operates out of Utica, New York. The firm has 5 offices and 35 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Strategic Financial Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Financial Services Brokerage Details
$1,964,371,550
35
3,133
$626,994
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Gregory Tedone Work History
Strategic Financial Services, Inc
Wealth Enhancement Group
Wealth Enhanceent Advisory Services
Qci Asset Management, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
Disclosures
Please visit the SEC profile of Gregory Tedone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Financial Services
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
Utica, NY
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