David Swiderski
David Swiderski is a CFP-designated registered investment advisor at Sequent Planning, LLC, based in Marlton, NJ, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
901 Lincoln Drive West, Suite 304, Marlton, NJ, 08053
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance agent with Futurity First Insurance Group since 2020, offering insurance products and services, taking about half of his time. He also owns rental real estate property since 1986, dedicating a few hours per week to property management and maintenance.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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