Brian Jason Carney

CFP · ChFC

Riversedge Advisors

24 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Riversedge Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

427 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$708.4M

Fee Structure

Location

600 N King St, Suite 200, Wilmington, DE, 19801

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a partner at Riversedge Advisors LLC, focusing on financial planning and investment management, dedicating about a quarter of his time. He also owns rental property and acts as an independent insurance agent for various companies, spending minimal time on these activities, and is a partner at RiversEdge Business Services dba RiversEdge Tax & Advisory.