Edward Ralph Dudley
Investment adviser representative at Sem Wealth Management
10 yearsExperience
1 stateRegistered in
$933.5MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sem Wealth ManagementNov 2021 to now
- Charter CommunicationsNov 2019 to now
- L2p Financial PartnersMar 2018 to Nov 2021
- Sb Financial GroupMar 2017 to Sep 2018
- UnemployedJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sem Wealth Management
Legal name: Strategic Equity Management, Inc.
$933.5MAssets managed
1,990Clients
8Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1855258
- Firm CRD
- 112142