BK
CFA
BK
CFA

Brendan Hugh Keelan

8 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

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Location

2200 Atlantic Street, Suite 200, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brendan is a board member of the Roswell Housing Authority, overseeing affordable and public housing. He dedicates minimal time to this activity, and it is not investment-related.

Employment History
Current Registrations
New Edge Wealth
April 2025 - Present · 10 mos
Previous Registrations
Keelan Capital
August 2022 - June 2025 · 2 yrs 10 mos
Edge Capital Group, LLC
August 2018 - August 2022 · 4 yrs
Edge Advisors, LLC
October 2017 - August 2018 · 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.