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David Gerald Chandik

Pactolus

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About David Gerald Chandik

David Gerald Chandik is a financial advisor and has been in the industry since July 2012. David has a Series 63 license and a Series 7 license. David is registered with the state of Virginia as an Investment Advisor Representative. David is currently employed by Pactolus Private Wealth Management. David is a Chartered Financial Analyst (CFA) and specializes in financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. David's firm has regulatory assets under management of $185,836,257.

Firm Information

David Chandik is currently registered with Pactolus. Pactolus is a Vienna, VA-based registered investment advisor with over $185 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Pactolus serves high-net-worth individuals and pooled investment vehicles.
Pactolus

8614 WESTWOOD CENTER DRIVE

VIENNA, VA 22182

$185.84M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Chandik’s Registration & Firm History

VA

08/30/2021 - Present

Pactolus (VIENNA VA)

NC

07/12/2012 - 11/21/2013

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Gerald Chandik.
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