Brendan
Reardon
Rose Capital Advisors, LLC
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About this Advisor
Brendan Reardon is a financial advisor based out of East Falmouth, Massachusetts. Reardon is an employee of Rose Capital Advisors, LLC. Throughout their career, Reardon has worked at Russell Investments, Russell Implementation Services Inc Part Of Russell Investments, Saxony Securities, Inc and Rose Capital Advisors, LLC. Reardon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and Vermont. Rose Capital Advisors, LLC is a financial advisory company operating out of Miami Beach, FL. The firm has offices in two locations and a total of 10 financial advisors. It manages $410 million in total assets among its 669 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 669 accounts, 62% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services are offered. However, fees billed by Rose Capital Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rose Capital Advisors, LLC Brokerage Details
$409,592,596
10
669
$612,246
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brendan Reardon Work History
Brendan has been registered as a financial advisor for 0 years.*
Saxony Securities, Inc
Rose Capital Advisors, LLC
Russell Implementation Services Inc Part Of Russell Investments
Russell Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brendan Reardon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rose Capital Advisors, LLC
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
East Falmouth, MA
Miami Beach, FL
Miami Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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