Gregory Tedone
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.Mar 2022 to now
- Wealth Enhanceent Advisory ServicesNov 2021 to Feb 2022
- Wealth Enhancement GroupNov 2021 to Feb 2022
- Qci Asset Management, Inc.Sep 2018 to Nov 2021
- TIAAJan 2015 to Aug 2018
- TIAA-CREF Individual & Institutional Services, LLCJan 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5856281
- Firm CRD
- 109677