BK
Brendan H. Keelan
NEW EDGE WEALTH
Atlanta, GA 30327
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CRD#: 5165893
BK
Professional summary
Brendan Hugh Keelan, who also goes by Brendan Keelan, is a registered financial advisor currently at NEW EDGE WEALTH located in Atlanta, Georgia.
Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brendan has worked at 4 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brendan Keelan
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.
April 2024 - Present: Board member, Roswell Housing Authority, Roswell, GA, board that oversees affordable and public housing in Roswell, GA; Two hours dedicated per month, and all during securities trading hours. Non-investment related
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Hugh Keelan'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®
NoneExperience
Current
April 24, 2025 - Present
NEW EDGE WEALTH
Office #1: 1380 West Paces Ferry Rd, Atlanta, GA 30327RIA
CRD#: 307771
Atlanta, GA
Past
August 19, 2022 - June 12, 2025
KEELAN CAPITAL
RIA
CRD#: 322725
ALPHARETTA, GA
Past
August 17, 2018 - August 5, 2022
EDGE CAPITAL GROUP, LLC
RIA
CRD#: 297596
ATLANTA, GA
Past
October 16, 2017 - August 16, 2018
EDGE ADVISORS, LLC
RIA
CRD#: 142261
ATLANTA, GA
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".
NE
NEW EDGE WEALTH
NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEW EDGE WEALTH LLC
CRD#: 307771 / SEC#: 801-118291
RIA
Registered Investment Advisory firm - (3/25/2020 Approved)Maryland
Registered Investment Advisory firm - (2/28/2020 Terminated)North Carolina
Registered Investment Advisory firm - (2/25/2020 Terminated)South Dakota
Registered Investment Advisory firm - (2/24/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (2/24/2020 Terminated)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
Georgia(4/24/2025)
Exams
Current Firm
NE
NEW EDGE WEALTH
NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEW EDGE WEALTH LLC
CRD#: 307771 / SEC#: 801-118291
RIA
Registered Investment Advisory firm - (3/25/2020 Approved)Maryland
Registered Investment Advisory firm - (2/28/2020 Terminated)North Carolina
Registered Investment Advisory firm - (2/25/2020 Terminated)South Dakota
Registered Investment Advisory firm - (2/24/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (2/24/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Atlantic Street Suite 200, Stamford, CT 06902
Mailing Address
Phone number
(203) 424-2262
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,680 |
| AUM (Assets Under Management) | $ 12,064,984,416 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 12/22/2023 | ||
| 01/27/2023 | ||
| 07/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
