Samuel Dudovitz, financial advisor Brentwood TN

Samuel Dudovitz

CRD Number: 6926923
Current Firm: Truist Advisory Services, Inc.

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.

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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
Contact Info for Samuel W. Dudovitz
Phone Number: 404-813-7713
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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