David ChudykCRD 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 20 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.
Apex Capital Management LLC
Strategic Blueprint, LLC
|All Of My Assets, LLC||Greenville, SC||Jul 2022 - Current||< 1|
|The Fiduciary Alliance||Greenville, SC||Aug 2019 - Current||3|
|Nationwide Insurance||Seneca, SC||Mar 2005 - Current||18|
|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|
Total Assets Under Management865MILLIONS
Total Number of Accounts11,514ACCOUNTS
Average Account Value$75,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA
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