Dan Rudge, CFP®

Dan Rudge, CFP®

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location of Dan Rudge, CFP®Boston, Massachusetts, United States

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  • Timeline

  • About me

    First Vice President - Investment Consultant, Financial Advisor at Morgan Stanley Private Wealth Management

  • Education

    • Saint John's High School

      1999 - 2003
    • Eckerd College

      2003 - 2007
      Bachelor's Degree Economics & Finance
  • Experience

    • Morgan Stanley

      Dec 2008 - Jul 2023
      • Vice President - Director of Business Strategy

        Feb 2020 - Jul 2023
      • Assistant Vice President - Director of Business Strategy

        Nov 2018 - Feb 2020
      • Assistant Vice President - Portfolio Management Associate

        Dec 2008 - Nov 2018
    • Morgan Stanley Private Wealth Management

      Jul 2023 - now
      First Vice President - Investment Consultant, Financial Advisor

      "“©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. Dan Rudge may only transact business in states where [he/she] is registered or excluded or exempted from registration http://brokercheck.finra.org/Search/Search.aspx. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Dan Rudge is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Dan Rudge's past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC. Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Dec 2015