BD

Brendan Stewart Dailor

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
49 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Fees for Institutional Advisory Services are generally subject to negotiation. USI Securities may receive compensation from the Program Sponsor selected by the Institutional Client, who calculates and deducts fees directly from client accounts. Some scenarios may involve the implementation of a minimum fee/charge, which will be specified in the Investment Advisory Agreement. The advisory fees will be prorated for the number of days in which the accounts were open in the event of contract termination.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

2502 North Rocky Point Drive, 4th Floor, Tampa, FL, 33607

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brendan is the CEO of Dailor Financial LLC, which buys, fixes, and rents houses. He also sells solar products as a 1099 contractor, dedicating minimal time to Dailor Financial LLC.

Employment History
Current Registrations
Usi Securities, INC.
May 2025 - Present · 8 mos
Usi Securities, INC. Broker
May 2025 - Present · 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2022 - May 2025 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - May 2025 · 3 yrs 1 mo
Raymond James & Associates, INC.
October 2017 - May 2025 · 7 yrs 7 mos
Raymond James & Associates, INC. Broker
October 2017 - May 2025 · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
August 2017 - September 2017 · 1 mo
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.