Brett Rosen
Edge Wealth Management · New York, New York
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.
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Specialties
Facts
| Firm | Edge Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $827.2M across 453 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2674579 |
| Exams passed | Series 63 (1995) · Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.edgewealth.com |
How Brett's firm compares
- Edge Wealth Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 453 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Edge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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