Advisor at Pleasantdale Wealth Management, LLC
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Firm
Pleasantdale Wealth Management, LLC
Location
Hackettstown, NJ
Credentials
Series 65
Industry experience
4 years
Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.
Based on Pleasantdale Wealth Management, LLC
Based on Pleasantdale Wealth Management, LLC
$0 - $1,000,000: 1.45% annually Over $1,000,000+: 1.10% annually
$200 per hour for financial planning
Hackettstown, NJ
New Jersey
Pleasantdale Wealth Management, LLC
2021 - Present (5 years)
Pleasantdale Wealth Management, LLC
2019 - Present (7 years)
American Portfolios Financial Services, Inc.
2014 - 2019 (5 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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