Brendan Hugh Keelan

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-04-24

GA RA
APPROVED

Since 2025-04-24

Branch Locations

8634 Ellard Drive, Alpharetta, GA 30022 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edge Advisors	Atlanta	GA	08/2010	07/2018
Edge Capital Group, Llc	Atlanta	GA	08/2018	07/2022
Keelan Capital L.L.C.	Alpharetta	GA	07/2022	Present
Roswell Housing Authority	Roswell	GA	04/2024	04/2025
Newedge Wealth	Stamford	CT	04/2025	Present

08/2010 → 07/2018

Edge Advisors

Atlanta, GA
08/2018 → 07/2022

Edge Capital Group, Llc

Atlanta, GA
07/2022 → Present

Keelan Capital L.L.C.

Alpharetta, GA
04/2024 → 04/2025

Roswell Housing Authority

Roswell, GA
04/2025 → Present

Newedge Wealth

Stamford, CT

Previous Registrations

2022-08-19 → 2025-06-12

Keelan Capital

Alpharetta, GA
2018-08-17 → 2022-08-05

Edge Capital Group, Llc

Atlanta, GA
2017-10-16 → 2018-08-16

Edge Advisors, Llc

Atlanta, GA

Other Businesses

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