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Bryan Daniel Dalesandro

Riversedge Advisors

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About Bryan Daniel Dalesandro

Bryan Daniel Dalesandro is a financial advisor with Riversedge Advisors. Bryan is a Certified Financial Planner and a Chartered Financial Consultant. He has been in the financial industry for over 20 years and has worked for several firms, including CMS Investment Resources, LLC and AXA Advisors, LLC. Bryan is licensed to sell securities in Delaware and New Jersey. His primary areas of expertise include financial planning, portfolio management, and pension consulting. Bryan holds Series 6, 7, 63, 65, and 66 licenses. Bryan has a strong track record of success and is committed to providing his clients with personalized financial advice.

Firm Information

Bryan Dalesandro is currently registered with Riversedge Advisors. Riversedge Advisors is a Wilmington, DE-based investment advisor with 10 employees, including 4 licensed agents and 9 investment adviser representatives. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. They have approximately $708 million in regulatory assets under management.
Riversedge Advisors

600 N KING ST

WILMINGTON, DE 19801

$708.41M

Assets Under Management

13

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Dalesandro’s Registration & Firm History

DE

06/17/2024 - Present

Riversedge Advisors (WILMINGTON DE)

PA

08/21/2006 - 01/14/2014

CMS INVESTMENT RESOURCES, LLC (WYNNEWOOD PA)

NY

08/16/1999 - 02/25/2002

AXA ADVISORS, LLC (NEW YORK NY)

NY

08/16/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/28/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/14/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Daniel Dalesandro.
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