![Robert Tedoldi, financial advisor East Hartford CT](/img/ws/profile-blank-sq.png)
Robert Tedoldi (CRD# 2092072) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in East Hartford, CT and has over 29 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
![Richard Lopresti, financial advisor East Hartford CT](/img/ws/profile-blank-sq.png)
CRD# 4297910
Milestone Asset Management Group, LLC
![Ross Abbott, financial advisor East Hartford CT](/img/ws/profile-blank-sq.png)
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Securities Corporation | East Hartford, CT | Oct 2016 - Current | 7 |
Infocus Financial Group LLC | East Hartford, CT | Jan 2005 - Current | 19 |
Tedoldi Financial | Hartford, CT | Jan 1990 - Current | 34 |
Investors Capital Corporation | Lynnfield, MA | Feb 2005 - Sep 2016 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1994 |
S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- CT
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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