Brett Neil Rosen
Investment adviser representative at Edge Wealth Management, LLC
35 yearsExperience
1 stateRegistered in
$827.2MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Edge Wealth Management, LLCMar 2009 to now
- Massachusetts Mutual Life Insurance CompSep 1995 to now
- Brett RosenJan 1991 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Edge Wealth Management, LLC
$827.2MAssets managed
252Clients
6Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2674579
- Firm CRD
- 142380