David
Chudyk

The Fiduciary Alliance

CRD#4606891
Investment Advisor
in Seneca, SC

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About this Advisor

David Chudyk is a certified financial planner operating in Seneca, South Carolina with a total of 4 years of relevant experience. Chudyk currently works for The Fiduciary Alliance. Their career trajectory has included roles at Nationwide Insurance, Nationwide Securities Inc, Nationwide Securities, Inc, All Of My Assets, LLC and The Fiduciary Alliance. Chudyk holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in South Carolina. The Fiduciary Alliance is a registered investment firm that has its headquarters in Greenville, SC. It has offices in 11 locations and a total of 28 financial advisors. It controls $865 million in assets across its 11,514 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 11,514 accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by The Fiduciary Alliance most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

916 East North First St Seneca, Sc 29678
Seneca, SC 29678

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The Fiduciary Alliance Brokerage Details

Total Assets Under Management

$864,798,884

SC Average: $646,059,043
Total Number of Employees

28

SC Average: 13
Total Number of Accounts

11,514

SC Average: 661
Average Account Size

$75,108

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Chudyk Work History

David has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

All Of My Assets, LLC

2019 - Present (5 years)

The Fiduciary Alliance

2005 - Present (19 years)

Nationwide Insurance

2008 - 2019 (11 years)

Nationwide Securities, Inc

2005 - 2019 (14 years)

Nationwide Securities Inc

*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 David Chudyk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Fiduciary Alliance

Jonathan Dick
Tewksbury, MA
Anthony Mahfood
Greenville, SC
Brian Boughner
Greenville, SC
Steven Tolleson
Greenville, SC
Peyton Hoppes
Spartanburg, SC
Jordan Roberts
Greenville, SC
Muhammad Jalill
Greenville, SC
Matthew Myrick
Bagley, MN

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.

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