BD
Brian D. Duncanson
VERO STRATEGIC YIELD
Vero Beach, FL
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CRD#: 7606967
BD
Professional summary
Brian Douglas Duncanson is a registered financial advisor currently at VERO STRATEGIC YIELD, LLC located in Vero Beach, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Genesis Adventures, Inc. Event Promotor (non-investment-related) PO Box 644047 Vero Beach, FL 32964 I am CEO of this business which is no longer actively engaged in any activities. I started the business in 2001 and do not devote any time to this business now.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Douglas Duncanson's 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®
NoneExperience
Current
November 25, 2022 - Present
VERO STRATEGIC YIELD, LLC
RIA
CRD#: 322962
Vero Beach, FL
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
Florida(11/25/2022)
Current Firm
VS
VERO STRATEGIC YIELD, LLC
BRIAN DOUGLAS DUNCANSON | VERO STRATEGIC YIELD, LLC | DUNCANSON, BRIAN
CRD#: 322962 / SEC#:
Florida
Registered Investment Advisory firm - (11/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Vero Beach, FL
Mailing Address
Phone number
(203) 232-9615
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
