Brian Carney has been Partner & Founder of RiversEdge Advisors since August 2018, is a control person of the firm and directly owns between 25% and 50% of it. Brian Carney holds a B.S. from Ursinus College.
Riversedge Advisors, LLC is a Wilmington, DE firm with $928M under management, 454 clients and 9 advisers across 2 offices, as of its July 2026 filing.
Brian Carney is Partner and Founder of RiversEdge Advisors. He co-founded the firm in 2014 after years working within traditional firms. Carney has over two decades of experience in financial services, and the firm expanded into tax and advisory services after he saw a gap in how the industry served business owners.
Brian Carney’s longest registration is the current one, 8 years at RiversEdge Advisors since 2018. Before joining RiversEdge Advisors in 2018, Brian Carney was registered through Cambridge Investment Research Advisors, Inc. and Newton One Advisors.
- Riversedge AdvisorsCurrent– present · 8 yearsWilmington, DE · Adviser representative · Firm CRD 298390
- Cambridge Investment Research Advisors, Inc.– · 4 yearsWilmington, DE · Adviser representative · Firm CRD 134139
- Newton One Advisors– · 3 yearsNewark, DE · Adviser representative · Firm CRD 147048
- Securian Financial Services, Inc.– · 6 yearsNewark, DE · Adviser representative · Firm CRD 15296
Professional designations
Listed by RiversEdge Advisors
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Certified Divorce Financial Analyst™ (CDFA™)
- Accredited Investment Fiduciary® (AIF®)
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Brian Carney is registered as an investment adviser representative in Delaware, since October 2018.
- DelawareSince 9 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 January 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Jason Carney
- CRD
- 4447761
- Firm
- RiversEdge Advisors · CRD 298390
- Role
- Partner & Founder
- Office
- 600 N KING ST, SUITE 200, Wilmington, DE 19801
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgeadvisors.com
Where does Brian Carney work?
Brian Carney has been Partner & Founder of Riversedge Advisors, LLC since August 2018, and is a control person of the firm.
Is Brian Carney a financial advisor?
Yes. Brian Carney has a current investment-adviser registration in Delaware, through RiversEdge Advisors since October 2018.
How many years of experience does Brian Carney have?
Brian Carney has 24 years in the financial industry, since November 2001, across 4 adviser firms.
What exams has Brian Carney passed?
Brian Carney has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in October 2001. FINRA credited Brian Carney with the SIE, which began in October 2018.
Where did Brian Carney work before RiversEdge Advisors?
Before RiversEdge Advisors, Brian Carney was registered through Newton One Advisors, October 2010 to January 2014; Securian Financial Services, Inc., May 2002 to February 2009.
Where is Brian Carney based?
Brian Carney’s registered office is in Wilmington, DE.
Is Brian Carney registered with FINRA?
No. Brian Carney has no current broker registration.
Is Brian Carney a CFP?
RiversEdge Advisors lists Brian Carney with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA® biography, riversedgeadvisors.com
How can I verify Brian Carney’s record?
Search CRD 4447761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Carney’s full registration record.
