Brendan Reardon, financial advisor East Falmouth MA

Brendan Reardon

CRD 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.

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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
Contact Info for Brendan M. Reardon
Phone Number: 305-534-7673
Registered State(s):
  • MA
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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