Bryan Daniel Dalesandro

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 11/2014 → 10/2023
  Concentus Wealth Advisors
  King Of Prussia, PA
• 04/2022 → 08/2022
  Utah Valley University
  Orem, UT
• 11/2014 → 10/2023
  Concentus Wealth Advisors
  Newtown Square, PA
• 10/2023 → 07/2026
  Riversedge Advisors, Llc
  Wilmington, DE
• 07/2024 → Present
  The American College Of Financial Services
  King Of Prussia, PA
• 07/2026 → Present
  Verdence Capital Advisors Llc
  Hunt Valley, MD

Previous Registrations

• 2024-01-02 → 2026-07-16
  Riversedge Advisors
  Wilmington, DE
• 2014-11-03 → 2023-10-30
  Concentus Wealth Advisors
  Newtown Square, PA
• 2010-10-29 → 2014-03-28
  Cms Fund Advisers, Llc
  Wynnewood, PA

Other Businesses

Bryan Dalesandro is an Adjunct Professor at The American College of Financial Services. Not investment related. Located at 630 Allendale Road, Suite 400, King of Prussia, PA 19406. 10 hrs per month; 0 hrs during securities trading hours. Adjunct professor, teaching and grading financial plans.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-28
• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1999-07-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bryan Dalesandro