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Zachary Grant Brown

Plante Moran Real Estate Investment Advisors

Southfield, MI

CRD 6532925

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Employer firm

Plante Moran Real Estate Investment Advisors CRD 323718

$243M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Plante Moran Real Estate Investment Advisors

3000 Town Center, Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-04-15
  • MI RA
    APPROVED
    Since 2025-04-15

Branch Locations

3000 Town Center, Suite 100, Southfield, MI 48075 • 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
Plante Moran Realpoint Investment Advisors Southfield MI 02/2025 Present
Greatwater Opportunity Capital Detroit MI 04/2023 02/2025
Bedrock Detroit MI 12/2021 04/2023
Plante Moran Real Estate Investment Advisors Southfield MI 07/2019 12/2021
Citymark Capital Cleveland OH 05/2016 07/2019
  • 02/2025 → Present
    Plante Moran Realpoint Investment Advisors
    Southfield, MI
  • 04/2023 → 02/2025
    Greatwater Opportunity Capital
    Detroit, MI
  • 12/2021 → 04/2023
    Bedrock
    Detroit, MI
  • 07/2019 → 12/2021
    Plante Moran Real Estate Investment Advisors
    Southfield, MI
  • 05/2016 → 07/2019
    Citymark Capital
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15

View on SEC IAPD

Nearby Firms

CORECAP ADVISORS
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje

Nearby Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI

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