David Brisnehan, financial advisor Greenwood Village CO
93 score

David Brisnehan

CRD Number: 5464653
Current Firm: Usi Advisors

David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Greenwood Village, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Usi Advisors Inc. Irvine, CA Feb 2014 - Current 2
Usi Consulting Group Irvine, CA Feb 2014 - Current 2
Usi Securities Inc. Irvine, CA Feb 2014 - Current 2
401(k) Advisors Aliso Viejo, CA Feb 2012 - Jan 2014 1
Financial Telesis Inc. San Rafael, CA Feb 2012 - Jan 2014 1
Van Gilder Denver, CO Sep 2007 - Jan 2012 4
Financial Telesis, Inc. Denver, CO Jan 2008 - Dec 2010 2
First Data Greenwood Village, CO Jan 2006 - Sep 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for David M. Brisnehan
Phone Number: 860-633-5283
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    8,356
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $22,283,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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