Advisor at Riversedge Advisors
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Firm
Riversedge Advisors
Location
Wilmington, DE 19801
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
24 years
Brian Carney is a CFP® and ChFC® with 24 years of experience in financial advising. He is a partner at RiversEdge Advisors and RiversEdge Tax & Advisory, where he has worked since 2018 and 2024, respectively. Prior to joining RiversEdge, Carney held roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is involved in independent insurance agency work and owns a rental property. RiversEdge Advisors serves individuals, high-net-worth households, families, trusts, estates, businesses, and retirement plans, managing approximately $708 million in assets across about 359 client relationships. The firm utilizes a strategic asset-allocation approach based on modern portfolio theory, employing ETFs alongside mutual funds, equities, and fixed income, and offers both discretionary and non-discretionary portfolio management.
Based on Riversedge Advisors
Based on Riversedge Advisors
Fixed fees up to $20,000 for financial planning services.
$0+: up to 2.50% per annum (negotiable) $0+: up to 0.25% per annum for financial planning services (asset-based fees)
Certain Advisory Persons earn commissions from insurance sales unrelated to advisory fees.
Hourly fees up to $1,000 per hour for financial planning services.
Fee-only: Financial planning fees charged on fixed fee, hourly rate, or percentage basis; asset-based fees up to 0.25%; fixed fees up to $20,000; hourly fees up to $1,000 per hour; fees negotiable.
600 N King St, Suite 200
Wilmington, DE 19801
Delaware
RiverEdge Busines Solutions dba RiversEdge Tax & Advisory
2024 - Present (2 years)
Riversedge Advisors LLC
2018 - Present (8 years)
Purshe Kaplan Sterling Investments
2018 - 2020 (2 years)
Cambridge Investment Research Advisors, INC
2014 - 2018 (4 years)
Cambridge investment Research, Inc
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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