Brendan Reardon (CRD# 5652384) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in East Falmouth, MA and has over 13 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 6353257
Shp Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- MA
- VT
-
Total Assets Under Management543MILLIONS
-
Total Number of Accounts813ACCOUNTS
-
Average Account Value$668,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IN, LA, MA, MD, NJ, NY, OH, PA, TX, VA, VT
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