David Brenner has been Owner/President/Chief Compliance Officer of D. M. Brenner since March 2004, is a control person of the firm and directly owns 75% or more of it. David Brenner studied at Muhlenberg College.
D. M. Brenner, Inc. is a Solana Beach, CA firm with $194M under management, 137 clients and 3 advisers in one office, as of its March 2026 filing.
David M. Brenner has been a financial planner for over 40 years. He entered the profession after graduating from Muhlenberg College and joined Keystone Financial Group in Bryn Mawr, PA. In 1990 he moved his practice to San Diego, California, and in 1993 he established his own Registered Investment Advisor firm.
David Brenner’s longest registration is the current one, 22 years at D. M. Brenner since 2004. Before joining D. M. Brenner in 2004, David Brenner was registered through LPL Financial LLC.
- SCF Investment Advisors, Inc.– · 1 yearFresno, CA · Adviser representative · Firm CRD 123608
- D. M. Brenner, Inc.Current– present · 22 yearsSolana Beach, CA · Adviser representative · Firm CRD 134398
- LPL Financial LLC– · 12 yearsEncinitas, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by D. M. Brenner
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
Investment adviser representative registrations
David Brenner is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2004; the most recent is Texas, in February 2017.
- CaliforniaSince 6 October 2004
- TexasResidentSince 15 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 1985 |
| Series 7 | General Securities Representative Examination | 15 June 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Morgan Brenner
- CRD
- 1370881
- Firm
- D. M. Brenner · CRD 134398
- Role
- Owner/President/Chief Compliance Officer
- Office
- 380 STEVENS AVENUE, SUITE 205, Solana Beach, CA 92075
- Registration
- Investment adviser registration
- In the industry since
- August 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dmbrenner.com
Where does David Brenner work?
David Brenner has been Owner/President/Chief Compliance Officer of D. M. Brenner, Inc. since March 2004, and is a control person of the firm.
Is David Brenner a financial advisor?
Yes. David Brenner has a current investment-adviser registration in California and Texas, through D. M. Brenner since October 2004.
How many years of experience does David Brenner have?
David Brenner has 41 years in the financial industry, since August 1985, across 3 adviser firms.
What exams has David Brenner passed?
David Brenner has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in June 1985. FINRA credited David Brenner with the SIE, which began in October 2018.
Where is David Brenner based?
David Brenner’s registered office is in Solana Beach, CA.
Is David Brenner registered with FINRA?
No. David Brenner has no current broker registration.
How can I verify David Brenner’s record?
Search CRD 1370881 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Brenner’s full registration record.