Brian William Dudes
Investment adviser representative at Pleasantdale Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$113.7MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pleasantdale Wealth Management, LLCJul 2019 to now
- American Portfolios Financial Services, Inc.May 2014 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Pleasantdale Wealth Management, LLC
$113.7MAssets managed
187Clients
3Advisers
1 yearIn 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
- 6416487
- Firm CRD
- 302034