Brian Christopher Mcdaid

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Montvale, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Paramus, NJ

Previous Registrations

• 2007-11-23 → 2015-07-28
  Securities America Advisors, Inc.
  Montvale, NJ
• 2007-07-20 → 2007-11-19
  Level Four Advisory Services
  Montvale, NJ

Other Businesses

Business Ownership; Financial McDaid INC; Financial Advisor; SUB S Corp used to pay staff, rent and office expenses.; 2567 E Timber Crest Drive NE, , Leland, NC, 28451; Not Investment-Related; 10/01/1987; 60 hours per month; 40 to 59 during trading hours. Outside Employment; CMA 92 LLC; Financial Advisor - Provide client service and administrativesupport for the Ameriprise Financial Practice; ; The Atrium Suite 390 at 80 Rt 4 East, , Paramus, NJ, 7652; Investment-Related; 10/24/2022; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-07-25

Designations

• Certified Financial Planner