Brendan Michael Reardon
Investment adviser representative at Rose Capital Advisors, LLC
16 yearsExperience
2 statesRegistered in
$608.3MFirm assets
12 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Rose Capital Advisors, LLCOct 2022 to now
- Saxony Securities, Inc.Sep 2022 to now
- Russell Implementation Services Inc. Part of Russell InvestmentsJun 2016 to Jul 2022
- Russell InvestmentsSep 2010 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, VT).
Rose Capital Advisors, LLC
$608.3MAssets managed
375Clients
11Advisers
12 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
- 5652384
- Firm CRD
- 173054