Advisor at Pleasantdale Wealth Management, LLC
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Firm
Pleasantdale Wealth Management, LLC
Location
Hackettstown, NJ
Credentials
ChFC®, Series 63
Industry experience
40 years
William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 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 employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.
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 · Texas
Pleasantdale Wealth Management, LLC
2019 - Present (7 years)
Pleasantdale Wealth Management, LLC
2018 - Present (8 years)
Dudes Boys LLC
2013 - 2019 (6 years)
American Portfolios Advisors, Inc
2008 - 2019 (11 years)
American Portfolios Financial Services, Inc
2008 - 2019 (11 years)
William Dudes, Sole Proprietor
1985 - 2021 (36 years)
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Lawyer
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Real estate agent
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Other specialized services
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