Brian J. Carney
RIVERSEDGE ADVISORS
WILMINGTON, DE 19801
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CRD#: 4447761
Professional summary
Brian Jason Carney, AIF®, CFP®, ChFC®, who also goes by Brian J Carney, is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian J Carney
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Riversedge Advisors LLC. Investment Related. 1 Avenue of the Arts, Wilmington DE, 19801. Financial Planning/Investment Management. Partner. Start 10/2018. 40-50hrs/mo, all during trading hours. Investment Management/ Financial Planning. 2)CARNEY REAL ESTATE. STARTED 03/2007 AS OWNER OF RENTAL PROPERTY. I OWN ONE TOWNHOUSE THAT NOW SERVES AS A RENTAL PROPERTY. SPENDS 1 HR/MO, NONE DURING TRADING. 3)QMT LLC, 217 CLOVER DR, HOCKESSIN, DE, 1/2016 AS OWNER OF LLC FOR LIABILITY PURPOSES. NIR - 0 HRS. 4)HIGHLAND CAPITAL BROKERAGE, 2002 RENAISSANCE BLVD STE 220, KING OF PRUSSIA, PA, 8/2015 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 10 HR/MO - 10/TRADING. 5)ONE RESOURCE GROUP, 809 S CALHOUN ST, STE 600, FORT WAYNE, IN, 1/2014 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 0 HR/WK - 0/TRADING. 6)NEWTON ONE ADVISORS, 131 CONTINENTIAL DR STE 206, NEWARK, DE, 1/2014 AS FORMER AGENT RECEIVING TRAILS. NIR - 0 HRS. 7)PETRONE ASSOCIATES INC/GUARDIAN, 2 RESEARCH WAY, PRINCETON, NJ, 1/2015 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 1 HR/MO - 1/TRADING. 8) Independence Planning Group. Non-investment related. 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422. Service of DI policies. Representative. Start 1/2014. 0 hrs/mo. Service DI policies. 9) RiversEdge Business Services dba RiversEdge Tax & Advisory; Investment related: Yes; 600 N King St, Suite 200 Wilmington DE 19801 USA; Public Accounting Firm; Position Title: Partner; Start date: 2024-08-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Jason Carney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
October 9, 2018 - Present
RIVERSEDGE ADVISORS
Office #1: 600 N King St Suite 200, Wilmington, DE 19801RIA
CRD#: 298390
WILMINGTON, DE
Past
October 1, 2018 - November 29, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Wilmington, DE
Past
January 2, 2014 - October 15, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
WILMINGTON, DE
Past
January 2, 2014 - October 15, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
WILMINGTON, DE
Past
October 8, 2010 - January 3, 2014
N1 ADVISORS
RIA
CRD#: 147048
NEWARK, DE
Past
April 3, 2009 - December 31, 2013
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
NEWARK, DE
Past
May 13, 2002 - February 24, 2009
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
NEWARK, DE
Past
October 3, 2001 - February 24, 2009
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
NEWARK, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE
CRD#: 298390 / SEC#: 801-113978
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(10/9/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE
CRD#: 298390 / SEC#: 801-113978
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 N King St Suite 200, Wilmington, DE 19801
Mailing Address
Phone number
(302) 573-6864
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,415 |
| AUM (Assets Under Management) | $ 708,414,018 |
Red Flags
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Company Information
RIVERSEDGE ADVISORS
CRD#: 298390Wilmington, DE 19801TRUST BUT VERIFY
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