Brian Dale Daniels
Investment Adviser Representative at Exodus Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Dale Daniels is an investment adviser representative with Exodus Wealth, LLC in New Brighton, PA, where they have been registered since 2020. They have worked in the securities industry since 2006 and were previously registered with Prosperity Wealth Management, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
17 states and territories
Alabama, Delaware, Florida, Georgia, Kentucky, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Vermont, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fortune Financial Services, IncJun 2006 – no end date reportedNew Brighton, PA
- Prosperity Wealth Management, Inc.Jan 2017 – no end date reportedSan Ramon, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Exodus Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 to $500,0002.00%
- $500,001 to $750,0001.50%
- $750,001 to $1,000,0001.35%
- $1,000,000+1.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment advice, retirement planning, small business financial planning, tax strategies for small business owners, asset protection, and personalized financial roadmaps.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 54
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Fort Lauderdale, FL
- SEC file number:
- 801-101485
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
View full firm profileOther advisors at Exodus Wealth, LLC
Showing 12 of 54 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Dale Daniels has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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