Brendan A Sanchez
Investment adviser representative at Daus Financial Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$270.5MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Daus Financial Group, LLCFeb 2026 to now
- Raymond James & Associates, IncMay 2025 to Feb 2026
- Bank of America N.A.Nov 2023 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to May 2025
- Kestra Investment Services, LLC / the Wiser Financial GroupNov 2021 to Sep 2023
- Pine Grove Housing ServiceOct 2020 to Oct 2021
- Flowfluent LLCFeb 2020 to Oct 2020
- Bank of America N.A.Jul 2019 to Feb 2020
- PNC Financial Services Inc.Jul 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Daus Financial Group, LLC
Legal name: Daus Financial Services, LLC
$270.5MAssets managed
327Clients
3Advisers
3 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
- 6709050
- Firm CRD
- 323054