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Michael Gregory Tudor

SLOY, DAHL & HOLST
BELLEVUE, WA
·CRD# 6281832·13 years experience

Professional Summary

Michael Gregory Tudor, who also goes by Mike Tudor, is a registered financial advisor currently at SLOY, DAHL & HOLST, LLC located in Bellevue, Washington and HALLETT ADVISORS located in Bellevue, Washington. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Tudor

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

SLOY, DAHL & HOLST, LLC·CRD# 110102
RIA
Bellevue, WA
January 20, 2014 - Present
HALLETT ADVISORS·CRD# 306187
RIA
Bellevue, WA
November 18, 2019 - Present
SMART INVESTOR, LLC·CRD# 116587
RIA
Roseville, CA
February 16, 2017 - August 25, 2022

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Current Firm

SD
SLOY, DAHL & HOLST, LLC

SLOY DAHL & HOLST INC | SLOY, DAHL & HOLST, LLC | SLOY DAHL & HOLST, INC.

CRD#: 110102 / SEC#: 801-31712
RIA
Registered Investment Advisory firm - SEC (3/25/1988 Approved)

Contact Information

Main Address

1220 Main Street Suite 400, Vancouver, WA 98660

Phone Number

(503) 248-9800

# of Employees

6

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SLOY DAHL & HOLST LLC ADV BROCHURE (5/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,086

AUM (Assets Under Management)

$1,803,508,185

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) SLOY, DAHL & HOLST HOLDINGS, INC., INVESTMENT-RELATED, 1220 MAIN STREET, SUITE 400, VANCOUVER, WA 98660, NATURE OF BUSINESS: MANAGEMENT OF A CONCENTRATED EQUITY PORTFOLIO; POSITION: COO, START DATE: 07/2020, HOURS SPENT PER MONTH: 160; HOURS SPENT DURING SECURITIES TRADING HOURS: 120 APPROX.

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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".
SD
SLOY, DAHL & HOLST, LLC

SLOY DAHL & HOLST INC | SLOY, DAHL & HOLST, LLC | SLOY DAHL & HOLST, INC.

CRD#: 110102 / SEC#: 801-31712
RIA
Registered Investment Advisory firm - SEC (3/25/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Washington
(1/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2013About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Gregory Tudor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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