Samuel Dudovitz (CRD# 6926923) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brentwood, TN and has over 6 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Suntrust Investment Services,inc. | Atlanta, GA | Jun 2019 - Current | 5 |
Suntrust Advisory Services, Inc. | Atlanta, GA | Jun 2019 - Current | 5 |
Ameriprise Financial Services,inc. | Minneapolis, MN | Mar 2018 - Jun 2019 | 1 |
Unemployed | Minneapolis, MN | Jan 2018 - Mar 2018 | < 1 |
Univesity Of Minnesota,twin Cities | Minneapolis, MN | May 2017 - Jan 2018 | < 1 |
University Of Minnesota | Duluth, MN | Aug 2017 - Dec 2017 | < 1 |
University Of Minnesota | Duluth, MN | Mar 2014 - Jun 2017 | 3 |
Texas Roadhouse | Duluth, MN | Oct 2016 - May 2017 | < 1 |
Dicks's Sporting Goods | Duluth, MN | Nov 2015 - Sep 2016 | < 1 |
University Of Minnesota | Duluth, MN | Aug 2015 - Feb 2016 | < 1 |
Edina Country Club | Edina, MN | Jan 2015 - Oct 2015 | < 1 |
University Of Minnesota | Duluth, MN | Aug 2014 - May 2015 | < 1 |
Buffalo Wild Wings | Edina, MN | May 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2018 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- TN
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.