Unclaimed Profile

Eric Allan Rudney

RUDNEY ASSOCIATES, INC.·ALAMO, California

Series 7, Series 24, Series 63, Series 6516 years registeredRUDNEY ASSOCIATES, INC.

1499 DANVILLE BLVD, SUITE 250, ALAMO, CA 94507CRD# 1221291Firm CRD# 110235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Allan Rudney · ALAMO, CA

Registration

CRD #1221291 · RUDNEY ASSOCIATES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

RUDNEY ASSOCIATES

Mar 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 3, 2010

Years registered · 16

Disclosure History

2025Regulatory·Final

2002Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RUDNEY ASSOCIATES, INC.

CRD 110235 · SEC 801-60080

AUM

$751M

Regulatory assets under management

Employees

1,002 client accounts

Services offered by RUDNEY ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RUDNEY ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Allan Rudney offer?

Eric Allan Rudney specializes in Investment Management, Wealth Management. Contact their office in ALAMO, California for a consultation.

What are Eric Allan Rudney's credentials?

Eric Allan Rudney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Allan Rudney located?

Eric Allan Rudney is based in ALAMO, California, working with RUDNEY ASSOCIATES, INC.. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does Eric Allan Rudney charge for services?

Eric Allan Rudney's firm is compensated through percentage of aum, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUDNEY ASSOCIATES, INC.?

RUDNEY ASSOCIATES, INC. has approximately 2 employees and manages $751M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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