Capital Markets Iq
43yrs
Top advisor by experience in Arlington
25yrs
Brian Nerney
Financial advisor at Sundial Capital Management
Brian Nerney is a fiduciary financial advisor in Arlington, Texas, with 25 years in the industry. Brian joined Sundial Capital Management in 2006, a firm offering investment management. The firm is paid through a percentage of assets and performance-based fees.
One of 209 advisors with offices in Arlington, and one of 183 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 25% by experience in Texas
Office2109 Shadow Ridge Drive, Arlington, TX 76006
How the firm is paid ?Percent of assets, Performance fee
Advisors at the firm2
States licensed ?1 state
Services through Sundial Capital Management
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2006 – nowSundial Capital Management, L.P.Current firm
Contact Brian
(817) 226-4300Sundial Capital Management main office 2109 Shadow Ridge DriveArlington, TX 76006Office · Get directions Firm websitewww.sundialcapital.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Sundial Capital Management at (817) 226-4300 and ask for Brian Nerney. Brian works from the Arlington, TX office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2002, about 25 years. Top 25% by experience in Texas.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Sundial Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Callaway Financial Services
42yrs
Top 1% by experience in Arlington
Capital Markets Iq
41yrs
Top 1% by experience in Arlington
Cetera Investment Advisers
40yrs
Top 2% by experience in Arlington
Osaic Wealth
40yrs
Top 3% by experience in Arlington
MML Investors Services
40yrs
Top 3% by experience in Arlington