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JD

John A. Dudzik

CONNING INVESTMENT PRODUCTS
New York, NY 10177
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CRD#: 1022773
JD

Professional summary


John Andrew Dudzik is a registered financial professional currently at CONNING INVESTMENT PRODUCTS, INC. located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1981. John has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Andrew Dudzik's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 10, 2016 - Present

CONNING INVESTMENT PRODUCTS, INC.

Office #1: 250 Park Avenue 15th Floor, New York, NY 10177
RIA
BD
CRD#: 120387
New York, NY
Past

February 24, 2010 - March 14, 2011

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
GREENWICH, CT
Past

January 2, 2009 - June 10, 2009

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
NEW YORK, NY
Past

January 13, 2001 - January 22, 2007

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

January 9, 2001 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

September 22, 1998 - January 17, 2001

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

July 8, 1993 - September 24, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 24, 1989 - June 30, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 16, 1987 - March 7, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

May 12, 1983 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

May 2, 1983 - January 23, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 15, 1982 - May 11, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 11, 1981 - July 13, 1982

DOMIK CORP.

BD
CRD#: 223

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONNING INVESTMENT PRODUCTS, INC.
CONNING | CONNING RESEARCH & CONSULTING, INC. | CONNING INVESTMENT PRODUCTS, INC.

CRD#: 120387 / SEC#: 801-79816, 8-66444

RIA
Registered Investment Advisory firm - SEC (6/5/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/15/2016)
RR
Connecticut
(2/11/2016)
RR
Illinois
(3/9/2016)
RR
Massachusetts
(3/18/2016)
RR
New Jersey
(3/30/2016)
RR
New York
(3/22/2016)
RR
Texas
(5/19/2016)
RR
Virginia
(3/8/2016)
RR
Wisconsin
(3/15/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 3/14/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/17/1982
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/27/1999
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


CI
CONNING INVESTMENT PRODUCTS, INC.
CONNING | CONNING RESEARCH & CONSULTING, INC. | CONNING INVESTMENT PRODUCTS, INC.

CRD#: 120387 / SEC#: 801-79816, 8-66444

RIA
Registered Investment Advisory firm - SEC (6/5/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Financial Plaza 755 Main Street, Hartford, CT 06103
Mailing Address
One Financial Plaza, Hartford, CT 06103-2627
Phone number
(860) 299-2000
Established
Delaware since 02/13/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
8

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MARCH 2025 (3/27/2025)

Direct owners and executive officers


NamePositionCRD#
CONNING & COMPANYSHAREHOLDER
BRADFORD, LINWOOD EARLE JRCHAIR BOARD OF DIRECTORS4179446
DALY, MATTHEW KENNETHPRESIDENT & HEAD OF SALES/ BOARD MEMBER2638773
GEORGE, KENNETH RONALDFINOP2643369
LEE, JUNG WONMANAGING DIRECTOR, CFO & COO, BOARD MEMBER2791334
PEARCE, ROBERT STEDMANMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER1991468
SMALLEY, VI (VIOLA) R.CHIEF LEGAL COUNSEL/CORPORATE SECRETARY5899872

Regulatory assets under management


Total Number of Accounts9
AUM (Assets Under Management)$ 517,711,336

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONNING INVESTMENT PRODUCTS, INC.

CRD#: 120387New York, NY 10177

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