Todd Dudonis, CFP
Certified Financial Planner
Todd Dudonis has been in the financial services business since 1993. He began as a Registered Associate at Smith Barney in Melville working with the firm’s top Advisor. In 1998, he joined Dreyfus in Uniondale, NY as a Financial Consultant. After spending 2 years with Dreyfus, Mr. Dudonis left to broaden his experience with Fidelity Investments. At Fidelity, Mr. Dudonis excelled and rose to the position of Senior Account Executive, Vice-President. Mr. Dudonis was responsible for investment guidance on a $1.5 billion dollar book of business handling over 600 households. His achievements included multiple Achiever Awards and Chairman’s Circle appointments – which are considered top accolades among industry peers. In 2008, Todd joined an independent registered investment advisor firm – Private Client Asset Management. Private Client Asset Management is a registered investment advisor in the state of New York. They primarily work on the Charles Schwab Platform.
Todd is a Certified Financial Planner™. Only investment professionals who have broad training and expertise obtain this designation.
Todd holds a Bachelor of Science degree in Marketing/Finance.