Rebecca Elisabeth Brown

Employer firm

Visionary Horizons, LLC CRD 150483

$397M regulatory AUM 25 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:

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

Current Employers

Employment History

• 05/2005 → 07/2021
  Cramer Rosenthal Mcglynn Llc
  New York, NY
• 07/2010 → 07/2021
  Alps Distributors, Inc.
  Denver, CO
• 10/2021 → 09/2022
  Commonwealth Financial Network
  Rhinebeck, NY
• 07/2021 → 09/2025
  Truth Initiative
  Washington, DC
• 08/2024 → Present
  Dtrt Wealth, Llc
  Wilmington, DE
• 07/2021 → Present
  Tobacco Free Portfolios Foundation
  New York, NY
• 10/2025 → 05/2026
  Third Eye Associates, Ltd
  Red Hook, NY
• 05/2026 → Present
  Hawkwind Wealth Advisory Llc
  Brooklyn, NY
• 05/2026 → Present
  Visionary Horizons, Llc
  Knoxville, TN
• 08/2024 → 09/2025
  Stonehaven, Llc
  New York, NY

Previous Registrations

• 2025-11-19 → 2026-06-01
  Third Eye Associates, Ltd
  Red Hook, NY

Other Businesses

(1. Tobacco Free Portfolios Foundation (USA); Not investment-related; New York, NY; Non-profit organization; Position: USA Director for the Tobacco Free Portfolios Foundation (USA), consultant; Start: 07/2021; Time spent: maximum of 40 hours per month, typically not during trading hours; Duties: advocate for and engage with major financial institutions to promote tobacco-free finance policies. (2. DTRT Wealth LLC; Not investment-related; Wilmington, DE; Entity through which compensation for consulting is received; Managing Member; Start: 08/2024; Time spent: commensurate with time spent consulting for Tobacco Free Portfolios Foundation (USA) above.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-21

Designations

• Certified Financial Planner

Other Names

• Speck Brown