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Christopher S
Series 65, Series 63, Series 66
Dunmore, PA
AE Wealth Management, LLC
Christopher Scalese is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with Fortune Financial Group since 2000, where he serves as president and is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to serve its clients, managing approximately $49.8 billion across over 127,000 accounts.
Robert K
Series 65
Dunmore, PA
AE Wealth Management, LLC
Robert Kudrich Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously was with Global Financial Private Capital, LLC for two years. Kudrich also has longstanding involvement with Fortune Financial Group, where he provides insurance sales and advisor/case planning. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment strategies.
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