Kyle
Dudek

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7256699
Investment Advisor
in Lawrence Township, NJ

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About this Advisor

Kyle Dudek is a financial advisor working in Lawrence Township, New Jersey who has 3 years of relevant experience. Dudek is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Dudek has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Princeton University, Bank Of America Merrill, Student and University Of Delaware. Dudek holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey, Pennsylvania and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It handles $1 trillion in assets across its 2,864,234 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management depend on which services are provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3371 Us Hwy 1
Lawrence Township, NJ 08648

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

NJ Average: $7,464,549,021
Total Number of Employees

36,687

NJ Average: 88
Total Number of Accounts

2,864,234

NJ Average: 3,892
Average Account Size

$381,844

NJ Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kyle Dudek Work History

Kyle has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2019 - 2019 (< 1 year)

Bank Of America Merrill

2018 - 2018 (< 1 year)

Princeton University

2017 - 2017 (< 1 year)

Princeton University

2016 - 2020 (4 years)

University Of Delaware

2010 - 2016 (6 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Dudek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Amy Sorge
New York, NY
Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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