Michael Giudici, financial advisor Davenport IA
93 score

Michael Giudici

CRD Number: 5528726
Current Firm: Rsm Us Wealth Management LLC

Michael Giudici (CRD# 5528726) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Davenport, IA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mcgladrey Wealth Management LLC Davenport, IA Dec 2013 - Current 3
Scottrade Inc. Davenport, IA Jun 2009 - Dec 2013 4
Scottrade Davenport, IA May 2008 - Jun 2009 1
St. Ambrose University Davenport, IA Aug 2005 - May 2009 3
Best Buy Davenport, IA Aug 2007 - May 2008 < 1
St. Ambrose University Davenport, IA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Oct 2009
Contact Info for Michael R. Giudici
Phone Number: 612-376-9363
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    5,019
    MILLIONS
  • Total Number of Accounts
    11,049
    ACCOUNTS
  • Average Account Value
    $454,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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