The Fiduciary Alliance

The Fiduciary Alliance (CRD# 284924) is a financial advisory firm headquartered in Greenville, SC. They manage $864,798,884 in 11,514 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    865
    MILLION
  • Total Number of Accounts
    11,514
    ACCOUNTS
  • Average Account Value
    $75,108
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)
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.

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

Financial Advisors at The Fiduciary Alliance
Showing 1 - 10 of 22 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 36 years of experience in the finance industry. Christopher Balcerowiak 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.

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 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.

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 29 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 15 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 15 years of experience in the finance industry. Theodore Erhart 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.

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 4 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 23 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 14 years of experience in the finance industry.

10
Robert S. Moses
CRD#: 4132113
5555 Glenridge Connector, Suite 200, Atlanta, GA 30342

Robert Moses (CRD# 4132113) is an Investment Advisor Representative working at The Fiduciary Alliance in Atlanta, GA and has over 23 years of experience in the finance industry.

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