About this Advisor
Eric Rudney is a financial advisor operating in Alamo, California, who has been in the financial industry for 27 years. Rudney is an employee of Rudney Associates. Their career trajectory has included roles at Rudney Associates, Inc and Gillett Financial. Rudney maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Rudney Associates is a financial advisory business that has its headquarters in Alamo, California. It administers $687 million in assets under management across its 902 accounts, making it one of the bigger firms in the United States by assets under management. Of its 902 accounts, 79% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules depend on which service is provided. However, fee types charged by Rudney Associates most likely are comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Rudney Associates Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 27 years of experience.
Rudney Associates, Inc
Eric Rudney has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Rudney Associates
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.