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GT

Gregory Tedone

STRATEGIC FINANCIAL SERVICES
Rochester, NY 14604
Some features on this profile are disabled
CRD#: 5856281
GT

Professional summary

Gregory Tedone is a registered financial advisor currently at STRATEGIC FINANCIAL SERVICES located in Rochester, New York.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gregory has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Gregory Tedone'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

March 9, 2022 - Present

STRATEGIC FINANCIAL SERVICES

Office #1: 100 S Clinton Ave Innovation Squart, Rochester, NY 14604
RIA
CRD#: 109677
Rochester, NY
Past

November 2, 2021 - February 17, 2022

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
PITTSFORD, NY
Past

September 8, 2021 - November 29, 2021

QCI ASSET MANAGEMENT INC

RIA
CRD#: 110324
PITTSFORD, NY
Past

February 19, 2015 - August 31, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
ROCHESTER, NY
Past

March 19, 2012 - February 9, 2015

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
FAIRPORT, NY
Past

March 16, 2012 - December 31, 2013

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

RIA
CRD#: 106652
FAIRPORT, NY
Past

June 28, 2011 - February 9, 2015

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY

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".
SF
STRATEGIC FINANCIAL SERVICES
STRATEGIC FINANCIAL SERVICES | STRATEGIC INVESTMENT ADVISORS, INC. | STRATEGIC INVESTMENT ADVISORS INC | STRATEGIC FINANCIAL SERVICES, INC.

CRD#: 109677 / SEC#: 801-33774

RIA
Registered Investment Advisory firm - (2/17/1989 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
New York
(3/9/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/14/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/31/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/2011
General Securities Representative Examination

Current Firm

SF
STRATEGIC FINANCIAL SERVICES
STRATEGIC FINANCIAL SERVICES | STRATEGIC INVESTMENT ADVISORS, INC. | STRATEGIC INVESTMENT ADVISORS INC | STRATEGIC FINANCIAL SERVICES, INC.

CRD#: 109677 / SEC#: 801-33774

RIA
Registered Investment Advisory firm - (2/17/1989 Approved)
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Contact information

Main Address
114 Business Park Drive, Utica, NY 13502
Mailing Address
Phone number
(315) 724-1776
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (18 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

STRATEGIC FINANCIAL SERVICES BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts3,368
AUM (Assets Under Management)$ 2,281,912,091

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025
Cover Page
Report
07/23/2024
Cover Page
Report
01/11/2024
Cover Page
Report

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

STRATEGIC FINANCIAL SERVICES

CRD#: 109677Rochester, NY 14604

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