Claudia Cedrone

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Granville, NY 12832-1532

Credentials

Series 63, Series 65

Industry experience

6 years

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning

Demographic focus

Women Professionals

Work history

Edward Jones

2022 - Present (4 years)

GOLDMAN SACHS & Co. LLC

2021 - 2022 (1 year)

The Ayco Company, L.P./Mercer Allied

2018 - 2021 (3 years)

Edaward Jones

2017 - 2018 (1 year)

Marshall and Sterling Insurance

2016 - 2017 (1 year)

Marshall and Sterling Insurance

2016 - 2016 (1 year)

Edward Jones Investments

2014 - 2016 (2 years)

SUNY College at Oswego

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Adam I

Series 63, Series 65

Danby, VT

Merrill

Adam Ihasz is a Senior Resident Director and Wealth Management Advisor based in Manchester, Vermont. He has over 30 years of experience in finance, starting his career at Merrill Lynch Wealth Management in Forest Hills, New York. Adam’s professional background includes roles as an Investment Advisor, Institutional Trader, Portfolio Manager, and Chairman and CEO of his family-run investment advisory business. His expertise spans asset management, institutional sales trading, and alternative asset management focused on selecting disciplined hedge fund strategies uncorrelated to underlying markets. Throughout his career, Adam has worked with a range of clients, including some of the largest hedge funds, providing trading ideas and strategies centered on technical analysis, event-driven opportunities, and special situations. He holds several FINRA registrations, including Series 7, 24, 31, 53, 55, and 65, as well as the Certified Plan Fiduciary Advisor (CPFA) designation. Adam's education includes coursework at Long Island University. Adam lives in Danby, Vermont, with his wife Ronda and their two daughters. He maintains a fitness-oriented lifestyle and has competed in amateur bodybuilding competitions. He is also actively involved in the local community, reflecting the Merrill tradition of service. His client focus areas include family wealth management, retirement planning, college education planning, and socially responsible investing.

Private / alternative investments Active portfolio management Wealth management ESG / Sustainable investing Charitable giving & philanthropy Financial Professional Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Steven J

Series 63, Series 65

Dorset, VT

Evergreen RIA, LLC

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James M

CFP®, Series 63, Series 66

East Dorset, VT

Wealthcare Capital Management LLC

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Michael S

Series 63, Series 66

Dorset, VT

Cambridge Investment Research Advisors

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Bryan B

Series 63, Series 65

Rupert, VT

Cambridge Investment Research Advisors

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Vadim P

Series 63, Series 65

Hampton, NY

UBS Financial Services

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