Brett J Daniel

Employer firm

The Mcbride Group CRD 150179

$76.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2024 → Present
  The Mcbride Group Llc
  Petalum, CA
• 08/1998 → Present
  Windsor Unified School District
  Windsor, CA

Other Businesses

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

Designations

• Certified Financial Planner