Kyle
Rudduck

Constellation Wealth Advisors

CRD#6640725
Investment Advisor
in Cincinnati, OH

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About this Advisor

Kyle Rudduck is a certified financial planner and chartered financial analyst who works out of Cincinnati, Ohio who has 3 years of industry experience. Rudduck is currently employed by Constellation Wealth Advisors. Their career trajectory has included roles at Truepoint Inc, National Bank & Trust, Creative Planning, Constellation Wealth Advisor, LLC and Quadrant Capital Group, LLC. Rudduck can serve investors in Ohio. Constellation Wealth Advisors is a registered investment business based out of Cincinnati, OH. The firm has offices in two locations and a total of 30 people on staff. It manages $3 billion in total assets between its 1,975 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,975 accounts, 57% belong to high-net-worth investors who have at least $1 million in assets. Constellation Wealth Advisors offers a diverse array of services, including financial planning services, 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, publication of newsletters and educational seminars. Fees for financial advice are based on which services the firm provides the client. Fees charged by Constellation Wealth Advisors can be comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

255 East Fifth St. Suite 3000
Cincinnati, OH 45202

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Constellation Wealth Advisors Brokerage Details

Total Assets Under Management

$3,047,335,087

OH Average: $2,106,341,625
Total Number of Employees

30

OH Average: 34
Total Number of Accounts

1,975

OH Average: 1,972
Average Account Size

$1,542,954

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kyle Rudduck Work History

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

2018 - Present (6 years)

Constellation Wealth Advisor, LLC

2018 - Present (6 years)

Quadrant Capital Group, LLC

2017 - 2018 (1 year)

Creative Planning

2014 - 2017 (3 years)

Truepoint Inc

2012 - 2014 (2 years)

National Bank & Trust

*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 Rudduck 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 Constellation Wealth Advisors

David Snopkowski
Cincinnati, OH
Kyle Rudduck
Cincinnati, OH
Kevin Thomas
Cincinnati, OH
Emily Rose
Cincinnati, OH
Matthew Woebkenberg
Cincinnati, OH
Cheryl Rose
Cincinnati, OH
Nicholas Reilly
Cincinnati, OH
Kevin Aug
Cincinnati, OH

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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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.

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