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Andrew Mckinley Brown

Brown Wealth Management, LLC

Conyers, GA

CRD 4502571

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Employer firm

Brown Wealth Management, LLC CRD 119213

$98.8M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • ADVICE RELATED TO INSURANCE AND MORTGAGE PRODUCTS

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

Current Employers
Brown Wealth Management, Llc

931 Commercial Street, Conyers, GA 30012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-11
GA RA APPROVED 2006-02-03
  • TX RA
    APPROVED_RES
    Since 2024-04-11
  • GA RA
    APPROVED
    Since 2006-02-03

Branch Locations

931 Commercial Street, Conyers, GA 30012 • 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
OrganizationCityStateFromTo
Brown Wealth Management Conyers GA 02/2002 Present
Brown Wealth Management, Llc 09/2005 GA 09/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-14
  • S65 Uniform Investment Adviser Law Examination
    2002-01-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BEACON FINANCIAL ADVISERS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

CHAD M LACKEY
Elizabeth Kemp Holcombe
Jason Witcher

Nearby Offices

BEACON FINANCIAL ADVISERS, INC. · CONYERS, GA
EDWARD JONES · Conyers, GA
EDWARD JONES · CONYERS, GA

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