Robert Leo Brown

Employer firm

The R.l. Brown Advisory Group, LLC CRD 145880

$12.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2007 → Present
  The R.L. Brown Advisory Group, Llc
  Pleasanton, CA

Other Businesses

I am the proprietor of R.L. Brown Insurance Services--a life and health insurance company. The business is not investment-related and its address is 3015 Hopyard Road, Suite O, Pleasanton, CA 94588. This business was started in January 2012. I devote less than 20 hours/month to insurance prospecting and client service related to this business.

Designations

• Chartered Financial Analyst