RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
G•••••• T•••••
- Title
- Lead Advisor – Strategic Retirement Plansreportedinveststrategic.comfirm site, Sep 15, 2026
- Professional profile
- investstrategic.com/team/gregory-tedonereportedinveststrategic.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•••••••• F•••••••• S••••••• independent RIA currentsince Mar 9, 2022 · Utica, Ny
- W••••• E••••••••• A••••••• S•••••••• L•• BD affiliatedNov 2, 2021 to Feb 17, 2022 · Plymouth, Mn
- Q•• A•••• M••••••••• I•• formerSep 8, 2021 to Nov 29, 2021 · Pittsford, Ny
- M•••••• • N••••• A•••••••• L•• mixed wealthMar 19, 2012 to Feb 9, 2015 · Fairport, Ny
- M•••••• • N••••• A••••••• A•••••••• C••••••• L•• formerMar 16, 2012 to Dec 31, 2013 · Fairport, Ny
- W••••• E••••••••• A••••••• S•••••••• L•• to S•••••••• F•••••••• S•••••••left Feb 17, 2022, registered Mar 9, 2022 (20 days) · Affiliated broker-dealer or bank to independent RIA
- Q•• A•••• M••••••••• I•• to W••••• E••••••••• A••••••• S•••••••• L••left Nov 29, 2021, registered Nov 2, 2021 (-27 days) · RIA to affiliated broker-dealer or bank · moved with a team
- M•••••• • N••••• A•••••••• L•• to Q•• A•••• M••••••••• I••left Feb 9, 2015, registered Sep 8, 2021 (2403 days) · Other
- M•••••• • N••••• A••••••• A•••••••• C••••••• L•• to M•••••• • N••••• A•••••••• L••left Dec 31, 2013, registered Mar 19, 2012 (-652 days) · Other
- Gregory Tedone left Wealth Enhancement Advisory Services, Llc for Strategic Financial Services (registered 2022-03-09)Feb 17, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address