Brian
Dawidowicz
Royal Alliance Associates, Inc
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About this Advisor
Brian Dawidowicz is a certified financial planner and chartered financial consultant based in La Mesa, California with a total of 12 years of industry experience. Dawidowicz is an advisor for Royal Alliance Associates, Inc. Over the course of their career, Dawidowicz has held roles at Independent Insurance Salesman and Royal Alliance Associates, Inc. Dawidowicz maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in California, Colorado, Florida, Idaho, Massachusetts, Nevada, New Mexico, Texas and Virginia. Royal Alliance Associates, Inc is a firm that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It controls $30 billion in assets under management between its 149,233 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 191 charities and foundations. Of its 149,233 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services are offered. However, fees billed by Royal Alliance Associates, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Dawidowicz Work History
Brian has been registered as a financial advisor for 12 years.*
Royal Alliance Associates, Inc
Royal Alliance Associates, Inc
Independent Insurance Salesman
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Dawidowicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
