Joseph J. Rudnicki

FOURTH DIMENSION WEALTH

MIDDLEBURG HEIGHTS, OH 44130

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CRD#: 6400376

Professional summary

Joseph John Rudnicki JR., who also goes by Hello Rudnicki, Joseph John Rudnicki Jr., is a registered financial advisor currently at FOURTH DIMENSION WEALTH, LLC located in Middleburg Heights, Ohio.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 3 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hello Rudnicki, Joseph John Rudnicki Jr.

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.

Once Upon a Dream~4500 Ridge Rd., Wadsworth, Ohio 44281~Dance & Cheer Facility~N~Cheerleading Coach~1/2016~3 hrs/mo~0 trading hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Rudnicki JR.'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

August 17, 2024 - Present

FOURTH DIMENSION WEALTH, LLC

Office #1: 16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130

RIA

CRD#: 306703

MIDDLEBURG HEIGHTS, OH

Past

February 20, 2019 - August 26, 2024

STRATEGIC WEALTH PARTNERS, LTD.

RIA

CRD#: 148586

INDEPENDENCE, OH

Past

June 19, 2017 - October 10, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Brunswick, OH

Past

October 10, 2016 - October 10, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

Brunswick, OH

Past

September 25, 2014 - December 21, 2016

STRATEGIC WEALTH PARTNERS, LTD.

RIA

CRD#: 148586

INDEPENDENCE, OH

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".

FOURTH DIMENSION WEALTH, LLC

CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC

CRD#: 306703 / SEC#: 801-127881

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/2/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/2/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/2/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/17/2024)

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

State Security Law Exam

IAR

Series 65

Date: 9/9/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/10/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOURTH DIMENSION WEALTH, LLC

CLEAR GOAL FINANCIAL, LLC | SEMPER FIDELIS FINANCIAL | LAKEPOINTE ADVISORS LLC | FOURTH DIMENSION WEALTH, LLC

CRD#: 306703 / SEC#: 801-127881

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/2/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/2/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/2/2023 Terminated)

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Contact information

Main Address

16600 Sprague Rd Suite 450, Middleburg Heights, OH 44130

Mailing Address

Phone number

(440) 664-4045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOURTH DIMENSION ADV 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,055
AUM (Assets Under Management)	$ 283,639,266

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.

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Advisor Monitoring

Firm Stability Insights

Joseph J. Rudnicki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Rudnicki JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH PARTNERS, LTD.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

STRATEGIC WEALTH PARTNERS, LTD.

Primary Firm SEC Registration

FOURTH DIMENSION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2014

SIE

Date: 10/1/2018

Series 6

Date: 10/10/2016

Current Firm

FOURTH DIMENSION WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOURTH DIMENSION WEALTH, LLC

TRUST BUT VERIFY

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