Best Investors Account Sign in
Inactive

Amy Tyler Smith

Brown Financial Advisory

Fairhope, AL

CRD 6034385

Claim This Profile
Employer firm

Brown Financial Advisory CRD 155548

$468M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Brown Financial Advisory

54 S. Greeno Road, Fairhope, AL 36532 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-11-16
  • AL RA
    APPROVED
    Since 2023-11-16

Branch Locations

54 S. Greeno Road, Fairhope, AL 36532 • 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 Mcleod, Inc. Fairhope AL 08/2023 Present
Baldwin Board Of Education Bay Minette AL 08/2013 08/2023
  • 08/2023 → Present
    Brown Mcleod, Inc.
    Fairhope, AL
  • 08/2013 → 08/2023
    Baldwin Board Of Education
    Bay Minette, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16
Designations
  • Certified Financial Planner
Other Names
  • Amy Kathryn Tyler
  • Amy Smith

View on SEC IAPD

More in Fairhope, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor