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DT

Daniel J. Teed

WEDGEWOOD INVESTORS
ERIE, PA 16507
Some features on this profile are disabled
CRD#: 1539099
DT

Professional summary

Daniel Joseph Teed, who also goes by Dennis Raymond Marin, Dennis Marin, is a registered financial advisor currently at WEDGEWOOD INVESTORS INC located in Erie, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Daniel has worked at 1 firm and has passed the Series 63 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dennis Raymond Marin | Dennis Marin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Teed's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 19, 1991 - Present

WEDGEWOOD INVESTORS INC

Office #1: 100 State Street, Suite 506, Erie, PA 16507
RIA
CRD#: 104834
ERIE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEDGEWOOD INVESTORS INC
WEDGEWOOD INVESTORS INC

CRD#: 104834 / SEC#: 801-29144

RIA
Registered Investment Advisory firm - (4/3/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(2/19/1991)

Exams

State Security Law Exam
RR
Series 63
Date: 7/15/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 9/17/1986
Non-Member General Securities Examination

Current Firm

WI
WEDGEWOOD INVESTORS INC
WEDGEWOOD INVESTORS INC

CRD#: 104834 / SEC#: 801-29144

RIA
Registered Investment Advisory firm - (4/3/1987 Approved)
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Contact information

Main Address
100 State Street, Suite 506, Erie, PA 16507-1466
Mailing Address
Phone number
(814) 456-3651
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEDGEWOOD INVESTORS, INC. (3/26/2025)

Regulatory assets under management

Total Number of Accounts265
AUM (Assets Under Management)$ 201,361,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEDGEWOOD INVESTORS INC

CRD#: 104834Erie, PA 16507

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