Brian Duncanson
Vero Strategic Yield · Vero Beach, Florida
Brian Duncanson is a fee-only financial advisor at Vero Strategic Yield in Vero Beach, Florida. Vero Strategic Yield reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Brian →
Facts
| Firm | Vero Strategic Yield |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| SEC registration | Investment adviser representative in FL · CRD 7606967 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Duncanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Vero Strategic Yield reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Vero Strategic Yield, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brian Duncanson based?
Brian Duncanson is based in Vero Beach, Florida.
Is Brian Duncanson registered with the SEC?
Yes. Brian Duncanson is registered as an investment adviser representative in FL (CRD 7606967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Brian Duncanson?
Contact details aren't on file yet. Search for Vero Strategic Yield.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.