Brian Albert Rathjen
Investment adviser representative at Wardroom Partners
16 yearsExperience
1 stateRegistered in
$205.6MFirm assets
5 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.
Fixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Wardroom PartnersAug 2022 to now
- Kelson Asset Management LLCAug 2021 to now
- Roberts & Ryan Investments Inc.Nov 2017 to now
- Kelson Capital LLCNov 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wardroom Partners
$205.6MAssets managed
25Clients
3Advisers
5 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
- 2819977
- Firm CRD
- 315511