Philip Dudley (CRD# 4392990) is an Investment Advisor Representative working at Dudley Capital Management LLC in Middleburg, VA and has over 22 years of experience in the finance industry.
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dudley Capital Management LLC | Middleburg, VA | Dec 2016 - Current | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Current | 9 |
| Morgan Stanley Smith Barney | Washington, DC | Jun 2009 - Current | 14 |
| Citigroup Global Markets Inc. | Washington, DC | Nov 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- TX
- VA
-
Total Assets Under Management208MILLIONS
-
Total Number of Accounts291ACCOUNTS
-
Average Account Value$715,776
- 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
DE, TX, VA
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