Eric Rudney, financial advisor Alamo CA

Eric Rudney

CRD Number: 1221291
Current Firm: Rudney Associates

Eric Rudney (CRD# 1221291) is an Investment Advisor Representative working at Rudney Associates in Alamo, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Rudney Associates, Inc. San Ramon, CA Feb 2002 - Current 22
Gillett Financial San Diego, CA Aug 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric A. Rudney
Phone Number: 925-838-0696
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    751
    MILLIONS
  • Total Number of Accounts
    1,002
    ACCOUNTS
  • Average Account Value
    $749,642
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, ID, NV, NY, OR, TX, WA

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