Fiduciaryvest, LLC

Fiduciaryvest, LLC (CRD# 134351) is a financial advisory firm headquartered in Atlanta, GA. They manage $15,218,469,275 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,218
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $158,525,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, PA, TX

Financial Advisors at Fiduciaryvest, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Joe G. Buckalew
CRD#: 1832857
Atlanta, GA
96
Wealthminder
score

Joe Buckalew (CRD# 1832857) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

2
Mark A. Kallis
CRD#: 2762977
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
96
Wealthminder
score

Mark Kallis (CRD# 2762977) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

3
Andrew Marino
CRD#: 1895071
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
96
Wealthminder
score

Andrew Marino (CRD# 1895071) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

4
Zachary C. Sadler
CRD#: 5088683
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
96
Wealthminder
score

Zachary Sadler (CRD# 5088683) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

5
Evan B. Melcher
CRD#: 3097262
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
93
Wealthminder
score

Evan Melcher (CRD# 3097262) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

6
Harold W. Small
CRD#: 4364777
211 Perimeter Center Parkway, Suite 1010, Atlanta, GA 30346
93
Wealthminder
score

Harold Small (CRD# 4364777) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

7
William P. Jones Jr.
CRD#: 4917339
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
90
Wealthminder
score

William Jones Jr. (CRD# 4917339) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

8
Jason P. Small
CRD#: 5958262
150 N. Radnor Chester Rd., Suite F-200, Radnor, PA 19087
90
Wealthminder
score

Jason Small (CRD# 5958262) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Radnor, PA and has 1 year of experience in the finance industry.

9
Joseph N. Dinunno
CRD#: 2121073
115 Perimeter Ctr Place, Suite 920, Atlanta, GA 30346
87
Wealthminder
score

Joseph Dinunno (CRD# 2121073) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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