About this Advisor
Eric Rudney is a financial advisor working out of Alamo, California, with a total of 25 years of professional experience. Rudney works at Rudney Associates. During their career, the advisor has held roles at Rudney Associates, Inc and Gillett Financial. Rudney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Rudney Associates is an advisory business headquartered in Alamo, California. It handles $531 million in assets across its 779 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 779 customer accounts, 65% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which service is provided. Fee types billed by Rudney Associates most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Rudney Associates Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eric Rudney Work History
Eric has 25 years of experience.
Rudney Associates, Inc
Eric Rudney has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Rudney Associates
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.