Brian Charles Dorsey
Investment adviser representative at Usadvisors Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$483.3MFirm assets
13 yearsFirm 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
Experience
14 years in the industry.
- Usadvisors Wealth Management, LLCSep 2026 to now
- Osaic Wealth, Inc.Aug 2026 to now
- Impact Partnership Wealth, LLCMay 2025 to Aug 2026
- New Perspective Financial SolutionsMar 2025 to Aug 2026
- TD Bank, NADec 2022 to Mar 2025
- Nylife Securities LLCMay 2018 to Jan 2023
- New York Life Insurance CoApr 2018 to Jan 2023
- AXA Advisors, LLCJan 2018 to Mar 2018
- MML Investors Services, LLCOct 2012 to Jan 2018
- Mass Mutual Life Insurance CompanyAug 2012 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Usadvisors Wealth Management, LLC
$483.3MAssets managed
1,901Clients
14Advisers
13 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
- 3108788
- Firm CRD
- 158108