David Michael Swiderski
Investment adviser representative at Sequent Planning, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$589.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Sequent Planning, LLCFeb 2023 to now
- Futurity First Insurance GroupOct 2020 to now
- Securities America AdvisorsMay 2021 to Feb 2023
- Securities America, IncMay 2021 to Feb 2023
- Equitable Advisors, LLCJul 2017 to Oct 2020
- Massachusetts Mutual Life Insurance CompanyMar 2017 to Jul 2017
- MML Investors Services, LLCMar 2017 to Jul 2017
- Msi Financial Services, Inc.Jan 2006 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4167812
- Firm CRD
- 160381