The Fiduciary Alliance

The Fiduciary Alliance (CRD# 284924) is a financial advisory firm headquartered in Greenville, SC. They manage $1,227,969,964 in 16,591 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,228
    MILLION
  • 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)
  • Performance-based 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Fiduciary Alliance
Showing 1 - 10 of 25 top financial advisors.
1
Christopher L. Balcerowiak
CRD#: 1568743
13854 Lakeside Circle, Suite 210 And 216, Sterling Heights, MI 48313

Christopher Balcerowiak (CRD# 1568743) is an Investment Advisor Representative working at The Fiduciary Alliance in Sterling Heights, MI and has over 37 years of experience in the finance industry.

2
Brian J. Boughner
CRD#: 4152328
511 Rhett Street, Suite 2a, Greenville, SC 29601

Brian Boughner (CRD# 4152328) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 23 years of experience in the finance industry.

3
David T. Chudyk
CRD#: 4606891
916 East North First St Seneca, Sc 29678, Seneca, SC 29678

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.

4
Barry R. Dick
CRD#: 2441904
461 Main St, Tewksbury, MA 01876

Barry Dick (CRD# 2441904) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 30 years of experience in the finance industry.

5
Brian H. Dick
CRD#: 5290334
461 Main Street, Tewksbury, MA 01876

Brian Dick (CRD# 5290334) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 16 years of experience in the finance industry.

6
Theodore J. Erhart
CRD#: 5426314
511 Rhett Street, Suite 2a, Greenville, SC 29601

Theodore Erhart (CRD# 5426314) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 16 years of experience in the finance industry.

7
Peyton C. Hoppes
CRD#: 6848340
149 W Main St, Suite B, Spartanburg, SC 29306

Peyton Hoppes (CRD# 6848340) is an Investment Advisor Representative working at The Fiduciary Alliance in Spartanburg, SC and has over 5 years of experience in the finance industry.

8
Anthony R. Mahfood
CRD#: 2959577
511 Rhett Street, Suite 2a, Greenville, SC 29601

Anthony Mahfood (CRD# 2959577) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 24 years of experience in the finance industry.

9
Edgar L. McLean
CRD#: 5322814
100 East Town Place, Suite 101, Saint Augustine, FL 32080

Edgar McLean (CRD# 5322814) is an Investment Advisor Representative working at The Fiduciary Alliance in Saint Augustine, FL and has over 15 years of experience in the finance industry.

10
David J. Morrow
CRD#: 2178372
1465 Cornerstone Court, Suite B, Beaumont, TX 77706

David Morrow (CRD# 2178372) is an Investment Advisor Representative working at The Fiduciary Alliance in Beaumont, TX and has over 32 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.