Todd Matthew Dudonis
Investment adviser representative at Private Client Asset Management, Inc.
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$181.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Private Client Asset Management, Inc.Jan 2009 to now
- American Portfolios Financial Services IncMar 2011 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Private Client Asset Management, Inc.
$181.2MAssets managed
244Clients
2Advisers
14 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
- 2804497
- Firm CRD
- 147052