Brian Daniels has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
- Exodus Wealth, LLCCurrent– present · 6 yearsNew Brighton, PA · Adviser representative · Firm CRD 174328
- – · 2 yearsNew Brighton, PA · Adviser representative · Firm CRD 174328
Investment adviser representative registrations
Brian Daniels is registered as an investment adviser representative in Pennsylvania, since January 2020.
- PennsylvaniaSince 3 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2016 |
| Series 51 | Municipal Fund Securities Principal Examination | 30 December 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 4 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 July 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Dale Daniels
- CRD
- 5163560
- Firm
- Exodus Wealth · CRD 174328
- Office
- 1010 Third Avenue, New Brighton, PA 15066
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Daniels work?
Brian Daniels is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brian Daniels a financial advisor?
Yes. Brian Daniels has a current investment-adviser registration in Pennsylvania, through Exodus Wealth since January 2020.
How many years of experience does Brian Daniels have?
Brian Daniels has 20 years in the financial industry, since June 2006, across 1 adviser firm.
What exams has Brian Daniels passed?
Brian Daniels has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 51 and Series 65. The earliest, the Series 6, was passed in June 2006. FINRA credited Brian Daniels with the SIE, which began in October 2018.
Where did Brian Daniels work before Exodus Wealth?
Before Exodus Wealth, Brian Daniels was registered through Prosperity Wealth Management, Inc., January 2017 to December 2019.
Where is Brian Daniels based?
Brian Daniels’ registered office is in New Brighton, PA.
Is Brian Daniels registered with FINRA?
Yes. Brian Daniels has a current broker registration, under CRD 5163560.
Source: FINRA BrokerCheck
How can I verify Brian Daniels’ record?
Search CRD 5163560 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Daniels’ full registration record.