Eric Rudney has been President/Owner of Rudney Associates since January 1983, is a control person of the firm and directly owns 75% or more of it.
Rudney Associates, Inc. is an Alamo, CA firm with $940M under management, 470 clients and 1 adviser in one office, as of its March 2026 filing.
Investment adviser representative registrations
Eric Rudney is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2010; the most recent is Texas, in July 2012.
- CaliforniaSince 3 March 2010
- TexasResidentSince 13 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 1997 |
| Series 24 | General Securities Principal Examination | 14 April 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 1984 |
| Series 7 | General Securities Representative Examination | 17 December 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Allan Rudney
- CRD
- 1221291
- Firm
- Rudney Associates · CRD 110235
- Role
- President/Owner
- Office
- 1499 DANVILLE BLVD, SUITE 250, Alamo, CA 94507
- Registration
- Investment adviser registration
- In the industry since
- December 1992
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Rudney work?
Eric Rudney has been President/Owner of Rudney Associates, Inc. since January 1983, and is a control person of the firm.
Is Eric Rudney a financial advisor?
Yes. Eric Rudney has a current investment-adviser registration in California and Texas, through Rudney Associates since March 2010.
How many years of experience does Eric Rudney have?
Eric Rudney has 33 years in the financial industry, since December 1992, across 1 adviser firm.
What exams has Eric Rudney passed?
Eric Rudney has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in December 1983.
Where is Eric Rudney based?
Eric Rudney’s registered office is in Alamo, CA.
Is Eric Rudney registered with FINRA?
No. Eric Rudney has no current broker registration.
How can I verify Eric Rudney’s record?
Search CRD 1221291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Rudney’s full registration record.