Advisor at Pleasantdale Wealth Management, LLC
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Firm
Pleasantdale Wealth Management, LLC
Location
Hackettstown, NJ
Credentials
Series 65
Industry experience
1 year
Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Portfolios from 2016 to 2019. 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 uses documented client goals and risk tolerances to guide portfolio management, offering strategies that include option writing and acting as a discretionary ERISA 3(38) investment manager for qualified retirement plans.
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
2024 - Present (2 years)
Pleasantdale Wealth Management, LLC
2019 - Present (7 years)
American Portfolios
2016 - 2019 (3 years)
Full-time Student
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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