← Back to Team Michael A. Dudes

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.