Individual Firm
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Gregory Tedone
CRD#: 5856281
IA
B
STRATEGIC FINANCIAL SERVICESCRD#: 109677 100 S Clinton Ave
Innovation Squart
Rochester, NY 14604
Innovation Squart
Rochester, NY 14604
0
Disclosures
10
Years of Experience
View By:
State Registrations
IA
New York 3/9/2022
IA
Registered with this firm since 3/9/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/02/2021 - 02/17/2022 | PITTSFORD, NY | |
IA | 09/08/2021 - 11/29/2021 | PITTSFORD, NY | |
B | 02/19/2015 - 08/31/2018 | ROCHESTER, NY | |
IA | 03/19/2012 - 02/09/2015 | FAIRPORT, NY | |
B | 06/28/2011 - 02/09/2015 | FAIRPORT, NY | |
IA | 03/16/2012 - 12/31/2013 | FAIRPORT, NY |
ROCHESTER, NY
02/19/2015 - 08/31/2018
FAIRPORT, NY
03/16/2012 - 12/31/2013
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.