Eric Steven Dudley
Investment Adviser Representative at Portfolio Medics, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Steven Dudley is an investment adviser representative with Portfolio Medics, LLC in Venice, FL, where they have been registered since 2020. They have worked in the securities industry since 2019 and were previously registered with Primerica Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in District of Columbia, Florida, Georgia, and North Carolina.
Registrations & licenses
- Investment adviser:
- District of Columbia, Florida, Georgia, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFS Investments Inc.Apr 2019 – Aug 2020Sarasota, FL
- Primerica Financial ServicesJan 2019 – Aug 2020Sarasota, FL
- SELF EmployedJan 2018 – Apr 2019Venice, FL
- EXIT KING RealtyNov 2014 – Jan 2018Venice, FL
- Portfolio Medics, LLCAug 2020 – no end date reportedBonita Springs, FL
- AssuranceMay 2019 – Nov 2020Bellvue, WA
- Dudley FinancialSep 2020 – no end date reportedVenice, FL
- Florida Financial and Insurance GroupMay 2022 – Feb 2025Venice, FL
- World Financial GroupFeb 2025 – no end date reportedWarr Acres, OK
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Portfolio Medics, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $150,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 84
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Bonita Springs, FL
- SEC file number:
- 801-113846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Portfolio Medics, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Steven Dudley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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