Michael A. Dudes
Investment Adviser Representative
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Michael supports the advisory team with client service and portfolio-related work. As part of the next generation of the firm, he helps ensure continuity and consistent attention to client needs.
Education
Kutztown University — Bachelor of Science in Business Administration, Finance (2016)
Examinations
Series 65 — Uniform Investment Adviser Law Examination
Business Experience
- Pleasantdale Wealth Management, LLC — Investment Adviser Representative (2024–Present); Assistant (2019–Present)
- American Portfolios — Clerical Services (2016–2019)
CRD # 6702742
Additional disclosures are available in the firm’s Form ADV Part 2B via the SEC’s IAPD website.