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Michael Hudak: Exposed with the Allegations of SEC or not? (Update 2024)

Who is Michael Hudak (CRD#: 2525027)?

At Merrill Private Financial Management, Michael Hudak serves as a private financial advisor. With about 28 years of experience, he has provided advice and direction on a variety of wealth management challenges to a relatively small amount of high-net-worth of individuals and families.

Michael Hudak specializes in providing advice on the emotional and monetary effects that financial occurrences might have on the daily activities of business owners and entrepreneurs.

Michael Hudak graduated from Northwest University with a Bachelor of Business Administration and a Master of Finance. After serving as an Executive Director in the Chicago office of Morgan Stanley’s Private Wealth Management for several years, Michael Hodak became part of Merrill Private Wealth Management in 2002.

About Merrill Private Wealth Management:

The American global financial business Merrill Private Wealth Management company is a leader in investing and brokerage management. There are numerous Merrill Private Wealth Management locations across the nation, in both major and minor American communities.

Due to its affiliation with the Bank of America, Merrill Lynch offers a wide range of resources at its fingertips that its investment advisors can employ to increase customer returns.

The division’s name would change from “Merrill Lynch” to “Merrill” in February 2019, according to a statement from Bank of America.

Early Beginnings:

Edmund C. Lynch, Winthrop H. Smith, and Winthrop H. Smith merged in 1914 to become Merrill Lynch, Pierce, Ferren & Smith Incorporation, which is where Merrill Private Wealth Management got its start. Merrill Lynch rose to the position of second-largest stakeholder in a Japanese animation company in 2003.

The business was publicly held and traded on the stock exchange in New York before 2009. Investors have a variety of alternatives available to them, from fully automated accounts managed by Merrill Lynch to funds managed by an individual financial advisor according to a client’s preferences.

A full range of financial services is provided by Merrill Private Wealth Management to meet the various demands of its clients. Among these services are:

Investment Management

Merrill Private Wealth Management, one of the biggest wealth management companies, has hundreds of agents and investment advisors working for them. Merrill Private Wealth Management offers a comprehensive range of investment alternatives, including stock and bond mutual fund investments, traded funds (ETFs), and more. To match each client’s unique financial objectives and degrees of risk tolerance, its financial advisors work with them to create customized investment strategies.

Financial Planning

Merrill Private Wealth Management provides a variety of financial planning services, including estate planning, retirement planning, and education planning. Specific financial advisors work together with clients to comprehend their financial goals and create an all-encompassing financial strategy to support them in achieving those aims.

What is a Financial Advisor?

A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.

Banking and Lending

Merrill Private Wealth Management provides banking and lending options, such as handling money identities, loans, equity loans for homes, and lines of credit, to assist clients in managing their short-term financial requirements and long-term financial objectives.

Insurance and Annuities

Merrill Private Wealth Management delivers coverage and annuity products, such as assurance of life, health care insurance, and annuities, to help customers safeguard their financial future. These products are made to offer financial peace of mind.

Philanthropy and Social Impact Investing

Customers who wish to match their investments with their principles and have a good impact on society can choose from Merrill Private Wealth Management’s social impact investing alternatives and charitable advising services.

19/12/2023 Update
As of now, Michael Hudak has not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by his victims. Furthermore, he has only focused on propagating his fake PR.

Michael Hudak Disclosures: BrokerCheck, FINRA, And SEC

The brokerCheck report of Michael Hudak includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, arbitration awards, and disclosure events.

There is a one-customer dispute against Michael Hudak.

Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.

BrokerCheck

individual_2525027.pdf (finra.org)

SEC Litigations & Forms

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Source: Michael Hudak – SEC Site Search Search Results

Michael Hudak Lawsuits

Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis Law, and Law360. If Michael Hudak has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against Michael Hudak which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Michael Hudak on these websites, then you can contact the local authorities and check if they have a physical copy of any lawsuits.

Michael Hudak‘s Complaints & Legal Battles

The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Michael Warr using the websites down below:

You can contact the law firms mentioned above if facing issues with Michael Hudak or any financial advisor.

Better Alternatives To Michael Hudak:

These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
Screenshot 7

Manages Assets Worth

  • $6,427,792,177

Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Family office and consulting services
Screenshot 8

Manages Assets Worth

  • $4,465,757,285

Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
Screenshot 9

Manages Assets Worth

  • $302,000,000

Services

  • Financial planning
  • Portfolio management

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