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).
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Total Assets Under Management865MILLION
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Total Number of Accounts11,514ACCOUNTS
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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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.