Leila Dudley, financial advisor Greenville SC

Leila Dudley

CRD Number: 6006627
Current Firm: Mosaic Wealth Strategies LLC

Leila Dudley (CRD# 6006627) is an Investment Advisor Representative working at Mosaic Wealth Strategies LLC in Greenville, SC and has over 8 years of experience in the finance industry. Leila Dudley 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.

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Professional Designations
Company Name Location Dates Years
Mosaic Wealth Strategies, LLC Columbia, SC Dec 2014 - Current 6
Eagle Strategies LLC Columbia, SC May 2014 - Jan 2018 3
Nylife Securities LLC Columbia, SC Jun 2012 - Jan 2018 5
New York Life Insurance Company Columbia, SC Nov 2011 - Jan 2018 6
The Hudson Financial Group Columbus, GA Sep 2012 - Dec 2015 3
Unemployed Pine Mountain, GA May 2006 - Nov 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Leila D. Dudley
Phone Number: (803)666-0331
Registered State(s):
  • GA
  • SC
Current Firm Details
Mosaic Wealth Strategies LLC
Firm's CRD Number: 291032
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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