Ameritas Advisory Services
42yrs
Top advisor by experience in Oyster Bay
25yrs
Robert Tedesco
Financial advisor at Wealthspire Retirement Advisory
Robert Tedesco has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Oyster Bay, New York. Robert joined Wealthspire Retirement Advisory in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wealthspire Retirement Advisory reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 18 advisors with offices in Oyster Bay, and one of 16 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors at Wealthspire Retirement Advisory
OfficeOyster Bay, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$401,079
Advisors at the firm144
States licensed ?1 state
Services through Wealthspire Retirement Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowWealthspire Retirement AdvisoryCurrent firm
Contact Robert
(949) 460-9898Firm headquarters in Aliso Viejo, CA. Ask for Robert. Oyster Bay, NYOffice · Get directions Firm websitewww.wealthspire.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Wealthspire Retirement Advisory at (949) 460-9898 and ask for Robert Tedesco. Robert works from the Oyster Bay, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. More experience than 74% of advisors at Wealthspire Retirement Advisory.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wealthspire Retirement Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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