Alexander Edward Brown

Employer firm

Brown Financial Advisors, LLC CRD 147056

$323M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2016 → 10/2018
  Brown Financial Advisors, Llc
  Milford, OH
• 01/2010 → Present
  Brown Insurance & Tax Advisors, Llc
  Milford, OH
• 08/2008 → 12/2017
  Full-Time Student
  Cincinnati, OH
• 10/2018 → Present
  Brown Financial Advisors, Llc
  Milford, OH

Other Businesses

Brown Insurance & Tax Advisors, LLC.; investment related; Milford, OH, 4515; Insurance and Tax Services; Client Services; 01/2010 - present; 10 hours a month are devoted to the business; zero hours are devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-28

Other Names

• Alex Brown