Brendan ReardonCRD Number: 5652384
Current Firm: Rose Capital Advisors, LLC
Brendan Reardon (CRD# 5652384) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in East Falmouth, MA and has over 12 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Barry Investment Advisors, LLC
Beaumont Capital Management, LLC
|Rose Capital Advisors, LLC||Miami Beach, FL||Oct 2022 - Current||< 1|
|Saxony Securities, Inc.||St. Louis, MO||Sep 2022 - Current||1|
|Russell Implementation Services Inc. Part Of Russell Investments||Seattle, WA||Jun 2016 - Jul 2022||6|
|Russell Investments||Tacoma, WA||Sep 2010 - Jul 2022||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2022|
Total Assets Under Management410MILLIONS
Total Number of Accounts669ACCOUNTS
Average Account Value$612,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, MA, NJ, NY, OH, TX, VT
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