David J. Badecki

ORION FINANCIAL ADVISORS

VOORHEES, NJ 08043

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CRD#: 7383443

Professional summary

David John Badecki, who also goes by David Badecki, is a registered financial advisor currently at ORION FINANCIAL ADVISORS located in Voorhees, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Badecki

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.

Orion Financial Advisors LLC - This business is investment-related. The address is 141 Cooper Rd, Voorhees NJ 08043. The nature of the other business is insurance sales involving life and health insurance sales. My position is Independent Advisor with this business. The start date of this relationship is 04/29/2024. I devote approximately 25 hours/month to this business. The number of hours I devote during securities trading hours is 5 hours/month. My duties relating to this business are insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Badecki's CRS (Customer Relationship Summary).

Certified licenses

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

None

Experience

Current

May 28, 2024 - Present

ORION FINANCIAL ADVISORS

Office #1: 141 Cooper Rd, Voorhees, NJ 08043

RIA

CRD#: 328757

VOORHEES, NJ

Past

November 28, 2023 - April 26, 2024

THRIVE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 281347

FORT WASHINGTON, PA

Past

August 3, 2021 - December 21, 2023

GUARDIAN SOLUTIONS

RIA

CRD#: 165723

Cherry Hill, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/28/2024)

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 65

Date: 7/15/2021

Uniform Investment Adviser Law Examination

Current Firm

ORION FINANCIAL ADVISORS

ORION FINANCIAL ADVISORS | ORION FINANCIAL ADVISORS LLC

CRD#: 328757 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/13/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/3/2024 Approved)

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Contact information

Main Address

141 Cooper Rd, Voorhees, NJ 08043

Mailing Address

Phone number

(800) 256-0427

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 10,435,082

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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David J. Badecki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Badecki's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION FINANCIAL ADVISORS

THRIVE CAPITAL MANAGEMENT, LLC

GUARDIAN SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2021

Current Firm

ORION FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORION FINANCIAL ADVISORS

TRUST BUT VERIFY

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