Thomas David Kowalczyk
Investment adviser representative at Steadtrust
12 yearsExperience
1 stateRegistered in
$618.1MFirm assets
1 yearFirm in business
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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
Experience
12 years in the industry.
- Steadtrust LLCDec 2024 to now
- B.riley Wealth Management, Inc.Jul 2017 to Dec 2024
- Wfg Investments, Inc.Feb 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Steadtrust
Legal name: Steadtrust LLC
$618.1MAssets managed
654Clients
9Advisers
1 yearIn 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
- 5630382
- Firm CRD
- 334416