Bryan Daniel Dalesandro
Investment adviser representative at Verdence Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.6BFirm 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
Experience
12 years in the industry.
- Verdence Capital Advisors, LLCJul 2026 to now
- The American College of Financial ServicesJul 2024 to now
- Riversedge Advisors, LLCOct 2023 to Jul 2026
- Utah Valley UniversityApr 2022 to Aug 2022
- Concentus Wealth AdvisorsNov 2014 to Oct 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 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
- 3222500
- Firm CRD
- 288512