Unclaimed Profile

David Morgan Brenner

D. M. BRENNER, INC.·SOLANA BEACH, California

SIE, Series 7, Series 24, Series 63ChFCClean record27 years registeredD. M. BRENNER, INC.

380 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 1370881Firm CRD# 134398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Morgan Brenner · SOLANA BEACH, CA

Registration

CRD #1370881 · D. M. BRENNER, INC. · 27 years registered

Brand Profile

Not yet started

Career History

D. M. BRENNER, INC.

Oct 2004 – present

SCF INVESTMENT ADVISORS, INC.

Aug 2011 – May 2013

FRESNO, CA

LPL FINANCIAL LLC

May 1999 – Aug 2011

ENCINITAS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 24, 1999

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D. M. BRENNER, INC.

CRD 134398 · SEC 801-119136

AUM

$161M

Regulatory assets under management

Employees

396 client accounts

Services offered by D. M. BRENNER, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at D. M. BRENNER, INC. →

Introduction

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Frequently Asked Questions

What services does David Morgan Brenner offer?

David Morgan Brenner specializes in Financial Planning, Investment Management. Contact their office in SOLANA BEACH, California for a consultation.

What are David Morgan Brenner's credentials?

David Morgan Brenner holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Morgan Brenner located?

David Morgan Brenner is based in SOLANA BEACH, California, working with D. M. BRENNER, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.

How does David Morgan Brenner charge for services?

David Morgan Brenner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is D. M. BRENNER, INC.?

D. M. BRENNER, INC. has approximately 4 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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