David Chandik has been an investment adviser representative at Pactolus Private Wealth Management since August 2021, and is not listed among the firm’s executive officers or direct owners. David Chandik holds a Bachelor of Science in Business Administration from the University of South Carolina.
Pactolus Private Wealth Management LLC is a Vienna, VA firm with $188M under management, 307 clients and 2 advisers in one office, as of its September 2026 filing.
David Chandik is Vice President of the Investment Team at Pactolus. He has been with the firm since February 2019 and is responsible for investment origination, due diligence, asset allocation research, manager selection, portfolio construction, valuation analysis and oversight. Before joining Pactolus, he was Portfolio Analyst at the family office and private foundation of Family Dollar founder Leon Levine.
Professional designations
Listed by Pactolus Private Wealth Management
- CFA
Investment adviser representative registrations
David Chandik is registered as an investment adviser representative in Virginia, since August 2021.
- VirginiaSince 30 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 2012 |
| Series 7 | General Securities Representative Examination | 11 July 2012 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Gerald Chandik
- CRD
- 5811197
- Firm
- Pactolus Private Wealth Management · CRD 155195
- Office
- 8614 WESTWOOD CENTER DRIVE, SUITE 620, Vienna, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pactolus.com
Where does David Chandik work?
David Chandik is an investment adviser representative registered through Pactolus Private Wealth Management LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Chandik a financial advisor?
Yes. David Chandik has a current investment-adviser registration in Virginia, through Pactolus Private Wealth Management since August 2021.
How many years of experience does David Chandik have?
David Chandik has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has David Chandik passed?
David Chandik has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2012.
Where is David Chandik based?
David Chandik’s registered office is in Vienna, VA.
Is David Chandik registered with FINRA?
No. David Chandik has no current broker registration.
Is David Chandik a CFA charterholder?
Pactolus Private Wealth Management lists David Chandik with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify David Chandik’s record?
Search CRD 5811197 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Chandik’s full registration record.
Alan HarterChief Executive Officer- Gery SadzewiczChief Compliance Officer