David G. Radziak

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CRD#: 6127939

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Gabriel Radziak, CFP®, who also goes by David Gabriel Radziak, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2015. David had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Gabriel Radziak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

January 13, 2025 - October 3, 2025

ALLEGHENY FINANCIAL GROUP LTD

RIA

CRD#: 104690

PITTSBURGH, PA

Past

December 21, 2017 - November 1, 2018

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

NORTH HUNTINGDON, PA

Past

December 20, 2017 - November 1, 2018

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NORTH HUNTINGDON, PA

Past

March 13, 2015 - March 11, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

ALEXANDRIA, VA

Past

January 9, 2015 - March 11, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

ALEXANDRIA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/13/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2015

General Securities Representative Examination

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

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Contact information

Main Address

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 367-3880

Established

Firm type

Fiscal year end

# of Employees

105

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2024 WRAP PROGRAM BROCHURE (3/31/2025)

2024 AFG ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,950
AUM (Assets Under Management)	$ 4,904,134,773

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
10/22/2024	Cover Page	Report
08/11/2023	Cover Page	Report
10/08/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David G. Radziak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

ALLEGHENY FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/9/2015

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLEGHENY FINANCIAL GROUP LTD

TRUST BUT VERIFY

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