Robert
Tudda

Woodbury Financial Services, Inc

CRD#2366713
Investment Advisor
in Jericho, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Tudda is a financial advisor based out of Jericho, New York with 3 years of relevant experience. Tudda is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Metlife Securities Inc, First Central Savings Bank, Essex National Securities, LLC, Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Infinex Investments, Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC and Woodbury Financial Services Inc. Tudda has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey, New York and Pennsylvania. Woodbury Financial Services, Inc is an advisory firm based in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 advisors. It controls $19 billion in assets under management across its 101,950 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the type of financial services. Fee types charged by Woodbury Financial Services, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

366 North Broadway Suite Le-4
Jericho, NY 11753

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.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

NY Average: $5,289,111,388
Total Number of Employees

3,002

NY Average: 157
Total Number of Accounts

101,950

NY Average: 8,262
Average Account Size

$189,097

NY Average: $640,173

Investment Advisory Services

  • Financial planning 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

Robert Tudda Work History

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

2020 - Present (4 years)

Woodbury Financial Services Inc

2020 - 2020 (< 1 year)

Mml Investors Services, LLC

2019 - 2020 (1 year)

Massachusetts Mutual Life Insurance Company

2018 - 2019 (1 year)

Bank Of America, N.A

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Jpmorgan Chase Bank

2016 - 2017 (1 year)

J.P. Morgan Securities LLC

2016 - 2016 (< 1 year)

Infinex Investments, Inc

2015 - 2016 (1 year)

First Central Savings Bank

2015 - 2016 (1 year)

Essex National Securities, LLC

2013 - 2015 (2 years)

Metlife Securities Inc

*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 Robert Tudda 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 Woodbury Financial Services, Inc

Brock Eckman
Saint Paul, MN
Robert Lackey
Germantown, TN
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Denise Badgerow
Thibodaux, LA
Anthony Frangella
Orland Park, IL
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started