John Dudek has been an investment adviser representative at Shelter Wealth Strategies since May 2026, and is not listed among the firm’s executive officers or direct owners.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
- – present · under a yearSolana Beach, CA · Adviser representative · Firm CRD 170655
Investment adviser representative registrations
John Dudek is registered as an investment adviser representative in California, as a resident of California, since May 2026.
- CaliforniaResidentSince 19 May 2026
Examinations
No examinations are on John Dudek’s record.
- Full name
- John Houghton Dudek
- CRD
- 8273339
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- Solana Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does John Dudek work?
John Dudek is an investment adviser representative registered through Shelter Wealth Strategies, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Dudek a financial advisor?
Yes. John Dudek has a current investment-adviser registration in California, through Shelter Wealth Strategies since May 2026.
How many years of experience does John Dudek have?
John Dudek has 0 years in the financial industry, since May 2026, across 1 adviser firm.
Where is John Dudek based?
John Dudek’s registered office is in Solana Beach, CA.
Is John Dudek registered with FINRA?
No. John Dudek has no current broker registration.
How can I verify John Dudek’s record?
Search CRD 8273339 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Dudek’s full registration record.