Melanie Heather Brown

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 12/2018
  Lpl Financial, Llc
  Burlington, VT
• 12/2018 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 03/2021 → Present
  Acrisure Investment Advisory Solutions, Llc
  Burlington, VT

Previous Registrations

• 2021-03-10 → 2025-12-09
  Acrisure Investment Advisory Solutions, Llc
  Burlington, VT
• 2014-11-03 → 2018-12-11
  Lpl Financial Llc
  Burlington, VT
  South Berwick, ME
  Burlington, VT
  Arundel, ME
  Alpharetta, GA
• 2013-04-09 → 2014-09-22
  Morgan Stanley
  Colchester, VT
  Colchester, VT
• 2005-01-26 → 2011-03-23
  Kestra Investment Services, Llc
  South Burlington, VT
  So. Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2004-06-03