Brendan Scott Keely
Investment Adviser Representative at OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.75% |
| $500,001 to $750,000 | 1.50% |
| $750,001 to $1,000,000 | 1.25% |
| $1,000,001 to $3,000,000 | 1.00% |
| $3,000,001 to $5,000,000 | 0.90% |
| $5,000,001 to $10,000,000 | 0.80% |
| $10,000,001 to $15,000,000 | 0.70% |
| $15,000,001 to $25,000,000 | 0.60% |
| $25,000,001 and Above | 0.50% |
OPEN Window Financial Solutions, Ltd. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan Scott Keely has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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