David Chudyk, financial advisor Seneca SC

David Chudyk

CRD Number: 4606891
Current Firm: The Fiduciary Alliance

David Chudyk (CRD# 4606891) is an Investment Advisor Representative working at The Fiduciary Alliance in Seneca, SC and has over 21 years of experience in the finance industry. David Chudyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lifetime Advisors Greenville, SC Aug 2023 - Current < 1
All Of My Assets, LLC Greenville, SC Jul 2022 - Current 1
The Fiduciary Alliance Greenville, SC Aug 2019 - Current 4
Nationwide Insurance Seneca, SC Mar 2005 - Current 19
Nationwide Securities, Inc. Seneca, SC Aug 2008 - Jul 2019 10
Nationwide Securities Inc. Dublin, OH Apr 2005 - Jul 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for David T. Chudyk
Phone Number: 864-385-7999
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    16,591
    ACCOUNTS
  • Average Account Value
    $74,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI

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