Brendan Hugh Keelan
Investment adviser representative at New Edge Wealth
16 yearsExperience
1 stateRegistered in
CFADesignation
$19.9BFirm assets
Are you Brendan Hugh Keelan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- New Edge WealthApr 2025 to now
- Newedge WealthApr 2025 to now
- Keelan Capital L.L.C.Jul 2022 to now
- Roswell Housing AuthorityApr 2024 to Apr 2025
- Edge Capital Group, LLCAug 2018 to Jul 2022
- Edge AdvisorsAug 2010 to Jul 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
New Edge Wealth
Legal name: Newedge Wealth, LLC
$19.9BAssets managed
3,692Clients
151Advisers
6 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
- 5165893
- Firm CRD
- 307771