BD
CFP · ChFC
BD
CFP · ChFC

Bryan Daniel Dalesandro

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
427 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$708.4M

Fee Structure

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Location

600 N King St, Suite 200, Wilmington, DE, 19801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan is the President of the Board of Directors for the Financial Planning Association, Philadelphia Tri-State Chapter, a volunteer activity with no compensation.

Employment History
Current Registrations
Riversedge Advisors
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Concentus Wealth Advisors
November 2014 - October 2023 · 8 yrs 11 mos
Cms Fund Advisers, LLC
October 2010 - March 2014 · 3 yrs 5 mos
State Registrations2 states
DENJ
Advisor
Exams
No exam information available for this advisor.