Richard NudelmanCRD Number: 4537832
Current Firm: 1st Global Advisors Inc.
Richard Nudelman (CRD# 4537832) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Ellicott City, MD and has over 12 years of experience in the finance industry. Richard Nudelman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Nudelman & Associates Cpa's LLC||Columbia, MD||Sep 2008 - Current||9|
|1st Global Insurance Services, Inc.||Ellicott City, MD||Mar 2006 - Current||11|
|1st Global Capital Corp.||Ellicott City, MD||Sep 2004 - Current||13|
|1st Global Advisors, Inc.||Ellicott City, MD||Sep 2004 - Current||13|
|Patuxent Financial Group, LLC||Ellicott City, MD||Oct 1998 - May 2011||12|
|Berman, Goldman & Ribakow LLP||Ellicott City, MD||Nov 1987 - Sep 2008||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2005|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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)
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