DC
CFP
DC
CFP

David Thomas Chudyk

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

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Location

916 East North First St Seneca, SC 29678, Seneca, SC, 29678

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is the sole owner of The David Chudyk Agency, an insurance agency, spending about half his time on this. He also holds positions with the SC Financial Planning Association and Lifetime Advisors, owns a building, and owns All Of My Assets, LLC.

Employment History
Current Registrations
The Fiduciary Alliance
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Nationwide Securities, LLC
August 2008 - July 2019 · 10 yrs 11 mos
1717 Capital Management Company
June 2007 - August 2008 · 1 yr 2 mos
Nationwide Securities, LLCBroker
April 2005 - July 2019 · 14 yrs 3 mos
Nylife Securities INC.Broker
June 2004 - March 2005 · 9 mos
State Farm Vp Management CORP.Broker
January 2003 - May 2004 · 1 yr 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.