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Dana Moore Brisendine

HMS CAPITAL MANAGEMENT, LLC·NASHVILLE, Tennessee
Series 7, Series 63Clean record19 years registeredHMS CAPITAL MANAGEMENT, LLC
5130 ASHLAND CITY HWY, NASHVILLE, TN 37218CRD# 2360831Firm CRD# 149764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Moore Brisendine · NASHVILLE, TN
Registration
CRD #2360831 · HMS CAPITAL MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

HMS INVESTMENT ADVISORS
Apr 2009 – present
SUNTRUST INVESTMENT SERVICES, INC.
Jan 2007 – Apr 2009
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 23, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HMS CAPITAL MANAGEMENT, LLC
CRD 149764 · SEC 801-78569
AUM
$230M
Regulatory assets under management
Employees
8
365 client accounts
Services offered by HMS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HMS CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Dana Moore Brisendine offer?
Dana Moore Brisendine specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Dana Moore Brisendine's credentials?
Dana Moore Brisendine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Moore Brisendine located?
Dana Moore Brisendine is based in NASHVILLE, Tennessee, working with HMS CAPITAL MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Dana Moore Brisendine charge for services?
Dana Moore Brisendine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HMS CAPITAL MANAGEMENT, LLC?
HMS CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HMS CAPITAL MANAGEMENT, LLC

Angela M Robinson
NASHVILLE, TN
George Bullard Stadler
NASHVILLE, TN

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