Robert
Dudek

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5892703
Investment Advisor
in Princeton, NJ

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About this Advisor

Robert Dudek is a financial advisor based in Princeton, New Jersey, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Robert has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Robert is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Princeton, New Jersey. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

7 Roszel Rd
Princeton, NJ 08540

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

NJ Average: 88
Total Number of Accounts

2,911,578

NJ Average: 3,892
Average Account Size

$436,737

NJ Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Dudek Work History

2011 - Present (13 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - Present (13 years)

Bank Of America, N.A

Disclosures

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

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Nashville, TN
Bradley Kushner
New York, NY
Joseph Concannon
Jacksonville, FL
Gustavo Ibanez
Hallandale, FL
Jake Mcpherson
New York, NY
Ramin Sohrabi
San Mateo, CA

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