Keith Dudley

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Crystal River, FL
• 12/2009 → 09/2020
  Bank Of America, N.A.
  Saint Petersburgh, FL
• 09/2020 → Present
  Raymond James & Associates
  Saint Petersburg, FL

Previous Registrations

• 2000-11-30 → 2020-09-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St Petersburg, FL
  Saint Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-10
• S63 Uniform Securities Agent State Law Examination
  1994-04-15

Other Names

• Michael K Dudley
• Michael Keith Dudley
• M Keith Dudley
• Keith Dudley
• Michael Keith Dudley