Daniel
Rudnitsky
Smh Capital Advisors LLC
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About this Advisor
Daniel Rudnitsky is a financial advisor who works in Fort Worth, Texas with 11 years of industry experience. Rudnitsky currently works for Smh Capital Advisors LLC. Their career trajectory has included roles at Sanders Morris Harris Inc, Smh Capital Advisors, Inc and Smh Capital Investments LLC. Rudnitsky has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Texas. Smh Capital Advisors LLC is an advisory company based in Fort Worth, TX. The firm has just three financial advisors. It manages $371 million in assets between its 247 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 247 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically depend on which service is offered. Fees charged by Smh Capital Advisors LLC can be comprised of any blend of asset-based, hourly and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smh Capital Advisors LLC Brokerage Details
$370,511,025
3
247
$1,500,045
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Rudnitsky Work History
Daniel has been registered as a financial advisor for 11 years.*
Smh Capital Investments LLC
Sanders Morris Harris Inc
Smh Capital Advisors, 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 Daniel Rudnitsky 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 Smh Capital Advisors LLC
Fort Worth, TX
Fort Worth, TX
Weatherford, TX
Fort Worth, TX
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