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Ross Udine

Udine Wealth Management Inc.

Palm Beach Gardens, FL

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Current Employers
Udine Wealth Management Inc.

Palm Beach Gardens, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-07
  • FL RA
    APPROVED
    Since 2025-07-07

Branch Locations

Palm Beach Gardens, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Miami FL 10/2020 04/2021
Jw Asset Management New York NY 07/2019 05/2020
Imperium Capital New York NY 06/2018 07/2019
Mercury Capital Advisors New York NY 05/2017 07/2017
New York University (Student) New York NY 08/2014 05/2018
Unemployed New York NY 06/2020 09/2020
Udine Wealth Management, Inc. Fort Lauderdale FL 04/2021 Present
  • 10/2020 → 04/2021
    Stifel
    Miami, FL
  • 07/2019 → 05/2020
    Jw Asset Management
    New York, NY
  • 06/2018 → 07/2019
    Imperium Capital
    New York, NY
  • 05/2017 → 07/2017
    Mercury Capital Advisors
    New York, NY
  • 08/2014 → 05/2018
    New York University (Student)
    New York, NY
  • 06/2020 → 09/2020
    Unemployed
    New York, NY
  • 04/2021 → Present
    Udine Wealth Management, Inc.
    Fort Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-25
  • S65 Uniform Investment Adviser Law Examination
    2025-06-25

View on SEC IAPD

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