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Brian D
Series 66
Trinity, FL
Pelorus Financial, LLC
Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.
Chad C
CFP®, Series 63, Series 66
Trinity, FL
Pelorus Financial, LLC
Chad Clark is a CFP® professional with 24 years of experience in financial advising. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners, LPL Financial, and Edward Jones. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and business entities with portfolio management and financial planning services. The firm emphasizes individualized investment strategies using mutual funds, fixed income, ETFs, and incorporates fundamental analysis and modern portfolio theory with a long-term horizon.
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