# Brett Rosen

> Brett Rosen is a fee-only financial advisor at Edge Wealth Management in New York, New York. Brett focuses on estate & legacy planning. Edge Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brett-rosen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Edge Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $827.2M across 453 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 2674579 (https://adviserinfo.sec.gov/individual/summary/2674579)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1995), Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.edgewealth.com

## Frequently asked questions

### Is Brett Rosen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Edge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brett charge for financial advice?

Brett's firm, Edge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brett Rosen based?

Brett Rosen is based in New York, New York.

### What does Brett specialize in?

Brett's specialties include estate & legacy planning.

### Is Brett Rosen registered with the SEC?

Yes. Brett Rosen is registered as an investment adviser representative in NY (CRD 2674579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Edge Wealth Management manage?

Edge Wealth Management reports $827.2M across 453 accounts in assets under management.

### How do I contact Brett Rosen?

Through Brett's website, www.edgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2674579): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.edgewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.