Brett Dickinson
Investment adviser representative at Dai Wealth, LLC
14 yearsExperience
1 stateRegistered in
$330MFirm assets
20 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 feeOther
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.
- Dai Wealth, LLCAug 2024 to now
- Dai Securities LLCMay 2024 to now
- Central Texas Harley-davidsonMar 2022 to now
- Arete Wealth Management, LLCSep 2023 to May 2024
- John Galt Wealth SolutionsSep 2023 to May 2024
- Ridenow SocalJul 2016 to Mar 2022
- El Cajon Harley-davidsonFeb 2012 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dai Wealth, LLC
$330MAssets managed
1,537Clients
25Advisers
20 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
- 7809375
- Firm CRD
- 138938