Steven Dudash has been CEO of IHT Wealth Management since May 2014, is a control person of the firm and directly owns 75% or more of it. Steven Dudash holds an MBA from the University of Chicago Booth School of Business and a BA in Mathematics from Illinois Wesleyan University.
Iht Wealth Management LLC is a Chicago, IL firm with $9.8B under management, 25,536 clients and 153 advisers across 68 offices, as of its March 2026 filing.
Steven Dudash is CEO of IHT Wealth Management, based in Chicago. His career began in financial advisory at Merrill Lynch in Chicago. In 2014, he founded IHT Wealth Management.
Steven Dudash’s longest registration is the current one, 12 years at IHT Wealth Management since 2014. Before joining IHT Wealth Management in 2014, Steven Dudash was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.
- LPL Financial LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 6413
- Iht Wealth Management LLCCurrent– present · 12 yearsChicago, IL · Adviser representative · Firm CRD 171481
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsChicago, IL · Adviser representative · Firm CRD 7691
- Banc of America Investment Services, Inc.– · under a yearChicago, IL · Adviser representative · Firm CRD 16361
- Lasalle Financial Services, Inc.– · 5 yearsChicago, IL · Adviser representative · Firm CRD 20373
- Prudential Financial Planning Services– · 3 yearsTinley A, IL · Adviser representative · Firm CRD 5685
Professional designations
Listed by IHT Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Steven Dudash is registered as an investment adviser representative in Illinois, since July 2014.
- IllinoisSince 1 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 14 August 2015 |
| Series 31 | Futures Managed Funds Examination | 1 August 2015 |
| Series 24 | General Securities Principal Examination | 21 April 2015 |
| Series 66 | Uniform Combined State Law Examination | 16 June 1999 |
| Series 7 | General Securities Representative Examination | 1 June 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven John Dudash
- CRD
- 3236757
- Firm
- IHT Wealth Management · CRD 171481
- Role
- CEO
- Office
- 123 N. WACKER DR., SUITE 2300, Chicago, IL 60606
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ihtwealthmanagement.com
Where does Steven Dudash work?
Steven Dudash has been CEO of Iht Wealth Management LLC since May 2014, and is a control person of the firm.
Is Steven Dudash a financial advisor?
Yes. Steven Dudash has a current investment-adviser registration in Illinois, through IHT Wealth Management since July 2014.
How many years of experience does Steven Dudash have?
Steven Dudash has 27 years in the financial industry, since June 1999, across 6 adviser firms.
What exams has Steven Dudash passed?
Steven Dudash has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 31 and Series 51. The earliest, the Series 7, was passed in June 1999. FINRA credited Steven Dudash with the SIE, which began in October 2018.
Where did Steven Dudash work before IHT Wealth Management?
Before IHT Wealth Management, Steven Dudash was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to June 2014; Banc of America Investment Services, Inc., October 2008 to October 2009; Lasalle Financial Services, Inc., May 2003 to October 2008; Prudential Financial Planning Services, November 1999 to June 2003.
Where is Steven Dudash based?
Steven Dudash’s registered office is in Chicago, IL.
Is Steven Dudash registered with FINRA?
Yes. Steven Dudash has a current broker registration, under CRD 3236757.
Source: FINRA BrokerCheck
Is Steven Dudash a CFP?
IHT Wealth Management lists Steven Dudash with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Steven Dudash’s record?
Search CRD 3236757 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Dudash’s full registration record.