Unclaimed Profile

Steven John Dudash

IHT WEALTH MANAGEMENT LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 31, Series 51, Series 66Clean record26 years registeredIHT WEALTH MANAGEMENT LLC

123 N. WACKER DR., CHICAGO, IL 60606CRD# 3236757Firm CRD# 171481

Profile Verification

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

Identity

Steven John Dudash · CHICAGO, IL

Registration

CRD #3236757 · IHT WEALTH MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

IHT WEALTH MANAGEMENT LLC

Jul 2014 – present

LPL FINANCIAL LLC

Jun 2017 – Jun 2017

CHICAGO, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Jun 2014

CHICAGO, IL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2008 – Oct 2009

CHICAGO, IL

LASALLE FINANCIAL SERVICES, INC.

May 2003 – Oct 2008

CHICAGO, IL

PRUDENTIAL FINANCIAL PLANNING SERVICES

Nov 1999 – Jun 2003

TINLEY A, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 66

Registration record

First registered · November 30, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IHT WEALTH MANAGEMENT LLC

CRD 171481 · SEC 801-79769

AUM

$4.8B

Regulatory assets under management

Employees

230

20,120 client accounts

Services offered by IHT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IHT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Steven John Dudash offer?

Steven John Dudash specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Steven John Dudash's credentials?

Steven John Dudash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven John Dudash located?

Steven John Dudash is based in CHICAGO, Illinois, working with IHT WEALTH MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Steven John Dudash charge for services?

Steven John Dudash's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IHT WEALTH MANAGEMENT LLC?

IHT WEALTH MANAGEMENT LLC has approximately 230 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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