Daniel Montese Brown

Employer firm

Miles Brown Asset Management CRD 283960

$73.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2016 → Present
  Miles Brown Asset Management, Llc
  San Rafael, CA

Previous Registrations

• 2015-06-18 → 2016-08-12
  Pfg Advisors
  Santa Rosa, CA
• 2012-09-17 → 2016-07-01
  Lpl Financial Llc
  Santa Rosa, CA
  Santa Rosa, CA
  Sacramento, CA
  Los Gatos, CA
• 2011-03-21 → 2012-09-18
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
  Roseville, CA
  Sebastopol, CA
  Roseville, CA
  Roseville, CA
  Granite Bay, CA
  Rohnert Park, CA
• 2009-05-02 → 2011-03-21
  Chase Investment Services Corp.
  Santa Rosa, CA
  Santa Rosa, CA
  San Francisco, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Cloverdale, CA
• 2008-11-19 → 2009-05-02
  Wamu Investments, Inc.
  Santa Rosa, CA
• 2008-06-05 → 2008-10-28
  Morgan Stanley & Co. Llc
  Santa Rosa, CA
• 2008-02-05 → 2008-03-03
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
• 2006-01-16 → 2007-09-27
  Rbc Capital Markets, Llc
  Santa Rosa, CA
  Santa Rosa, CA

Other Businesses

Mr. Brown also provides financial planning and tax preparation services to individuals including clients. He spends approximately 20 hours a month during market and non-market hours in the endeavor.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-13

Other Names

• Brown Daniel
• Daniel Brown