DR
David M. Rudy
STOUT BOWMAN
MECHANICSBURG, PA 17055
CRD#: 8195504
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DR
David Michael RudySTOUT BOWMAN
Professional summary
David Michael Rudy is a registered financial advisor currently at STOUT BOWMAN located in Mechanicsburg, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Rudy's 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®
NoneExperience
Current
December 1, 2025 - Present
STOUT BOWMAN
Office #1: 555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055RIA
CRD#: 130631
MECHANICSBURG, PA
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
Pennsylvania(12/1/2025)
Current Firm
SB
STOUT BOWMAN
BROKERAGE INSURANCE REPRESENTATIVE | STOUT, MATTHEW ALLEN | STOUT JOYCE BOWMAN & ASSOCIATES | STOUT JOYCE AND ASSOCIATES | STOUT JOYCE & ASSOCIATES, LTD. | STOUT JOYCE & ASSOCIATES, LTD | STOUT BOWMAN & ASSOCIATES, LLC | STOUT BOWMAN | REGISTERED INVESTMENT ADVISOR TO LPL FINANCIAL
CRD#: 130631 / SEC#:
Colorado
Registered Investment Advisory firm - (8/15/2023 Approved)Florida
Registered Investment Advisory firm - (1/6/2021 Approved)Louisiana
Registered Investment Advisory firm - (11/30/2020 Terminated)Maryland
Registered Investment Advisory firm - (11/16/2023 Approved)New Jersey
Registered Investment Advisory firm - (9/20/2023 Terminated)North Carolina
Registered Investment Advisory firm - (7/27/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (7/16/2012 Approved)Texas
Registered Investment Advisory firm - (8/22/2012 Conditional Restricted)Virginia
Registered Investment Advisory firm - (9/15/2016 Approved)Loading...
Contact information
Main Address
555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055
Mailing Address
Phone number
(717) 761-2040
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 810 |
| AUM (Assets Under Management) | $ 103,000,000 |
Red Flags
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