Brian Jason Carney
Investment adviser representative at Riversedge Advisors
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$928.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Riveredge Busines Solutions dba Riversedge Tax & AdvisoryAug 2024 to now
- Riversedge Advisors LLCOct 2018 to now
- Purshe Kaplan Sterling InvestmentsOct 2018 to Jan 2020
- Cambridge Investment Research Advisors, IncJan 2014 to Oct 2018
- Cambridge Investment Research, IncJan 2014 to Oct 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (DE).
Riversedge Advisors
Legal name: Riversedge Advisors, LLC
$928.4MAssets managed
454Clients
11Advisers
8 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
- 4447761
- Firm CRD
- 298390