Daniel Teed has been President and CCO of Wedgewood Investors since January 2011, is a control person of the firm and directly owns 75% or more of it. Daniel Teed holds an University of Chicago Graduate School of Business. Daniel Teed studied Degrees in Economics and Japanese at Gannon University. Daniel Teed studied at Obirin University.
Wedgewood Investors Inc is an Erie, PA firm with $216M under management, 296 clients and 2 advisers in one office, as of its March 2026 filing.
Daniel Teed is President of Wedgewood Investors, Inc., based in Erie, PA. He became President of the firm in 2011. Before that he traded at the Chicago Board of Trade, where he held a seat for 12 years, and for a major investment bank in Tokyo, and he founded Associated Trading Partners, a hedge fund he ran for five years.
Daniel Teed’s longest registration was 17 years at Wedgewood Investors Inc (2008–2025).
- HBK Sorce Advisory LLC– · under a yearErie, PA · Adviser representative · Firm CRD 112139
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 January 2006 |
| Series 7 | General Securities Representative Examination | 2 June 2005 |
| Series 3 | National Commodity Futures Examination | 20 January 1995 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Daniel Joseph Teed
- CRD
- 1936577
- Firm
- Wedgewood Investors · CRD 104834
- Role
- President and CCO
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wedgewoodinvestors.com
Where does Daniel Teed work?
Daniel Teed has been President and CCO of Wedgewood Investors Inc since January 2011, and is a control person of the firm.
Does Daniel Teed have a current investment-adviser registration?
Daniel Teed has no current investment-adviser or broker registration.
What exams has Daniel Teed passed?
Daniel Teed has passed 3 licensing exams: the Series 3, Series 7 and Series 66. The earliest, the Series 3, was passed in January 1995.
Where was Daniel Teed previously registered as an investment adviser?
Daniel Teed has past investment-adviser registrations through Wedgewood Investors Inc, April 2008 to December 2025; HBK Sorce Advisory LLC, February 2006 to July 2006, across 2 firms.
Is Daniel Teed registered with FINRA?
No. Daniel Teed has no current broker registration.
How can I verify Daniel Teed’s record?
Search CRD 1936577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Teed’s full registration record.