Alexander George Dudley
Investment adviser representative at Planmember Securities Corporation
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$10.1BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Mutual, Inc. dba JteamJun 2023 to now
- Planmember Securities CorporationOct 2022 to now
- Mutual Inc.Jul 2022 to now
- Alexander Dudley (self Employed)Apr 2022 to now
- Royal Sporting GroupSep 2021 to now
- Hofstra UniversityAug 2018 to now
- Planmember Securities CorporatioinJul 2022 to Jan 2023
- Dudley & Domicolo EnterprisesNov 2017 to Nov 2018
- St. John's UniversityAug 2017 to May 2018
- Advocare InternationalMar 2017 to Oct 2019
- St. Edward High SchoolAug 2013 to Jun 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 7510805
- Firm CRD
- 11869