Samuel DudovitzCRD 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 4 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
|Suntrust Investment Services,inc.||Atlanta, GA||Jun 2019 - Current||3|
|Suntrust Advisory Services, Inc.||Atlanta, GA||Jun 2019 - Current||3|
|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|
|Erberts And Gerberts||Duluth, MN||Jan 2013 - Mar 2014||1|
|Sonic Drive In||Bloomington, MN||May 2013 - Sep 2013||< 1|
|University Of Minnesota Duluth||Duluth, MN||Sep 2012 - Apr 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2018|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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