Stephen Stanley Dudas
Investment adviser representative at World Equity Group, Inc.
15 yearsExperience
1 stateRegistered in
$1BFirm assets
27 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- World Equity Group, Inc.Jan 2024 to now
- UnemployedAug 2023 to Dec 2023
- Insigneo Advisory Services, LLCMay 2021 to Jul 2023
- Insigneo Securities, LLCMay 2021 to Jul 2023
- Securities America AdvisorsSep 2020 to Mar 2021
- Securities America, Inc.Jul 2020 to Mar 2021
- Triad AdvisorsMar 2019 to Mar 2021
- Investacorp, Inc.Aug 2018 to May 2021
- World Equity GroupMay 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
World Equity Group, Inc.
$1BAssets managed
3,151Clients
52Advisers
27 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
- 4820047
- Firm CRD
- 29087