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Daniel Joseph Teed

WEDGEWOOD INVESTORS INC·ERIE, Pennsylvania
Clean recordWEDGEWOOD INVESTORS INC
100 STATE STREET, SUITE 506, ERIE, PA 16507-1466CRD# 1936577Firm CRD# 104834

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Teed · ERIE, PA
Registration
CRD #1936577 · WEDGEWOOD INVESTORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Joseph Teed is a registered financial advisor based in ERIE, Pennsylvania, affiliated with WEDGEWOOD INVESTORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEDGEWOOD INVESTORS INC
WEDGEWOOD INVESTORS INC
AUM
$204M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEDGEWOOD INVESTORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1936577
Firm CRD# 104834
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Teed offer?
Daniel Joseph Teed specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ERIE, Pennsylvania for a consultation.
What are Daniel Joseph Teed's credentials?
Daniel Joseph Teed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Teed located?
Daniel Joseph Teed is based in ERIE, Pennsylvania, working with WEDGEWOOD INVESTORS INC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Daniel Joseph Teed charge for services?
Daniel Joseph Teed's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEDGEWOOD INVESTORS INC?
WEDGEWOOD INVESTORS INC has approximately 4 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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