William E. Dudes
Principal & Chief Compliance Officer
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William founded and leads Pleasantdale Wealth Management. With over 40 years of experience in the industry, he serves as principal owner and Chief Compliance Officer, overseeing the firm’s compliance program, client relationships, and overall strategy.
Education
Seton Hall University — Bachelor of Science in Accounting (1984)
Professional Designation
Chartered Financial Consultant® (ChFC®) — awarded by The American College. Requires completion of specialized coursework, examinations, experience requirements, an ethics pledge, and ongoing continuing education.
Business Experience
- Pleasantdale Wealth Management, LLC — Managing Member (2018–Present); Investment Adviser Representative (2019–Present)
- American Portfolios Advisors, Inc. — Investment Adviser Representative (2008–2019)
- American Portfolios Financial Services, Inc. — Registered Representative (2008–2019)
- William Dudes, Sole Proprietor — Insurance Agent (1985–2021)
CRD # 1300217
Additional disclosures are available in the firm’s Form ADV Part 2B via the SEC’s IAPD website.