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BD

Bryan D. Dalesandro

RIVERSEDGE ADVISORS
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 3222500
BD

Professional summary

Bryan Daniel Dalesandro, CFP®, ChFC®, CLU®, who also goes by Bryan Dalesandro, is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bryan has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan Dalesandro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Bryan Dalesandro is an Adjunct Professor at The American College of Financial Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Daniel Dalesandro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2009

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

January 2, 2024 - Present

RIVERSEDGE ADVISORS

Office #1: 600 N King St Suite 200, Wilmington, DE 19801
RIA
CRD#: 298390
WILMINGTON, DE
Past

November 3, 2014 - October 30, 2023

CONCENTUS WEALTH ADVISORS

RIA
CRD#: 170052
NEWTOWN SQUARE, PA
Past

October 29, 2010 - March 28, 2014

CMS FUND ADVISERS, LLC

RIA
CRD#: 154682
WYNNEWOOD, PA
Past

August 21, 2006 - January 14, 2014

CMS INVESTMENT RESOURCES, LLC

BD
CRD#: 10102
WYNNEWOOD, PA
Past

August 16, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 16, 1999 - February 25, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(1/2/2024)
IAR
New Jersey
(6/17/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2006
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/24/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/14/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)
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Contact information

Main Address
600 N King St Suite 200, Wilmington, DE 19801
Mailing Address
Phone number
(302) 573-6864
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RIVERSEDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/3/2025)

Regulatory assets under management

Total Number of Accounts1,415
AUM (Assets Under Management)$ 708,414,018

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RIVERSEDGE ADVISORS

CRD#: 298390Wilmington, DE 19801

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