AdFi
BN

Brett Neil Rosen

Investment Adviser Representative at EDGE WEALTH MANAGEMENT, LLC

New York, NYCRD #2674579Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brett Neil Rosen has worked in the securities industry since 2026. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/14/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 11/20/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/3/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

EDGE Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EDGE WEALTH MANAGEMENT, LLCCurrent
4/16/2026New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EDGE WEALTH MANAGEMENT, LLC

5 other advisors in the directory

View EDGE WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Neil Rosen 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.

Brett Neil Rosen - Financial Advisor in New York, NY | AdvisorFinder