Timothy R Brown

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Upper St. Clair, PA
• 03/2016 → 10/2017
  Bank Of America, N.A.
  Upper St. Clair, PA
• 10/2017 → 10/2021
  Janney Montgomery Scott, Llc
  Uniontown, PA
• 10/2021 → Present
  Janney Montgomery Scott Llc
  Uniontown, PA

Previous Registrations

• 2016-06-06 → 2017-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA
  Upper Saint Clair, PA

Other Businesses

1. Health Kids Running Series, Chadds Ford, PA. Community Coordinator (09/2025) - Promote and host a 5-week running program twice per year for youth in the community. Not investment related, compensated, 10 hour/month. 2. Catholic Institute - Diocese of Greensburg, PA. Trustee (01/2026) - help review and discuss the institute assets. Not investment related, not compensated, 5 hours/month. 3. The Catholic Foundation - Diocese of Greensburg, PA. Investment Committee Member (01/2026) - review investment managers for Fdn. Assets. Not investment related, not compensated, 2 hour/month.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-03

Designations

• Certified Financial Planner

Other Names

• Tim Brown