BD
Brett J. Daniel
THE MCBRIDE GROUP
Windsor, CA
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CRD#: 8195189
BD
Brett J DanielTHE MCBRIDE GROUP
Professional summary
Brett J Daniel is a registered financial advisor currently at THE MCBRIDE GROUP located in Windsor, California.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brett has worked at 1 firm .
At a Glance
Always Fiduciary
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.
The name of the other business, Windsor Middle School, Windsor, CA Whether the business is investment-related, Not investment related. The address of the other business, 9500 Brooks R. S Windsor, CA 95492 707-837.7737 The start date of your relationship, 07/21/23 The approximate number of hours/month you devote to the other business, 60% of the time. The number of hours you devote to the other business during securities trading hours, and Briefly describe your duties relating to the other business. Science and Math teacher The nature of the other business, Education Your position, title, or relationship with the other business, Teacher
CRS (Client Relationship Summary) - RIA
Click below to view Brett J Daniel'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
December 9, 2025 - Present
THE MCBRIDE GROUP
RIA
CRD#: 150179
Windsor, CA
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
California(12/9/2025)
Exams
Current Firm
TM
THE MCBRIDE GROUP
THE MCBRIDE GROUP | THE MCBRIDE GROUP, LLC
CRD#: 150179 / SEC#: 801-70147
RIA
Registered Investment Advisory firm - (9/23/2009 Terminated)California
Registered Investment Advisory firm - (9/23/2009 Approved)Texas
Registered Investment Advisory firm - (12/11/2015 Conditional Restricted)Loading...
Contact information
Main Address
755 Baywood Drive Second Floor, Petaluma, CA 94954
Mailing Address
Phone number
(707) 658-4433
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 67,235,414 |
Red Flags
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