
Dan Rudge, CFP®

Connect with Dan Rudge, CFP® to Send Message
Connect
Connect with Dan Rudge, CFP® to Send Message
ConnectTimeline
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 - 2007Bachelor's Degree Economics & Finance
Experience

Morgan Stanley
Dec 2008 - Jul 2023Vice President - Director of Business Strategy
Feb 2020 - Jul 2023Assistant Vice President - Director of Business Strategy
Nov 2018 - Feb 2020Assistant Vice President - Portfolio Management Associate
Dec 2008 - Nov 2018

Morgan Stanley Private Wealth Management
Jul 2023 - nowFirst 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
Recommendations

Diego rafael cesar
IT Support Analyst (Cloud)Blumenau, Santa Catarina, Brazil
Alex estrada
Bioengineering Ph.D Candidate | Pesaran LabPhiladelphia, Pennsylvania, United States
Fernanda pena
Associate of Arts - AA at Hudson County Community CollegeBelvidere, New Jersey, United States
Marcos soares
Gestão Financeira | Gestão Empresarial | Controladoria | Finanças | Contas a pagar e receber | Tesou...Sabará, Minas Gerais, Brazil
Seth denton
Office Assistant at University of Tennessee, KnoxvilleKnoxville Metropolitan Area
Mupelwa chitalu chanda
Agricultural Business manager currently working as a regional support officer for agleaseco mechani...Copperbelt Province, Zambia
Sille suslik
PædagogmedhjælperCopenhagen, Capital Region of Denmark, Denmark
Tina kusumawardhani
Certified Consultant of Biowaste Management Using the Black Soldier Fly (BSF) by Eawag | Co-Founder ...Surabaya, East Java, Indonesia
Sofia almajano val
Abogada laboralistaGreater Barcelona Metropolitan Area
Lauren edwards
Memberships OfficerPurga, Queensland, Australia
Omar ibrahim
Project Engineer at CASCO (Cables & Accessories Systems Co.)Cairo, Egypt
Kunal solanki
At HR Leather, we help organizations by providing them with unique and meaningful corporate gifts th...Delhi, India
Sevim demirel
Organizational Development ManagerTürkiye
Jenifer parra
Data analyst| MSc NeurobiologyMexico
Goke bayo-ajagbe
Project ArchitectUnited Kingdom
Amy kaighen
Transformational Technology Leader | Program & Product Management | Emerging Technologies | Stakehol...St Paul, Minnesota, United States
Maxime close
HR recent graduateChaudfontaine, Walloon Region, Belgium
Archana duggal
Design Integration Senior AnalystNew Delhi, Delhi, India
Juan mercado gómez
Ingeniero de Desarrollo en RocheLuzern, Luzern, Schweiz
Yamen a.
R&D Project ManagerGreater Paris Metropolitan Region
...