Monica Eve Brown

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 02/2009 → 11/2023
  Fsc Securities Corporation
  Olney, MD
• 11/2023 → Present
  Osaic Wealth, Inc.
  Pasadena, MD

Previous Registrations

• 2012-02-22 → 2023-11-03
  Fsc Securities Corporation
  Pasadena, MD

Other Businesses

1. MONICA BROWN, INVESTMENT RELATED, 1251 MAGOTHY ROAD, PASADENA, MD 21122; OWNER; 1992; 1 HR/MONTH; 1 HR/MONTH DURING SECURITIES TRADING HOURS, PROVIDE SERVICE ON RESIDUAL LIFE/LTC POLICIES WRITTEN YEARS AGO OUTSIDE OF B/D. 2. MONICA BROWN POSITION: SUCCESSOR TRUSTEE NATURE: SUCCESSOR TRUSTEE FOR MY MOTHER'S REVOCABLE LIVING TRUST INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/15/2005 ADDRESS: 1251 MAGOTHY RD, PASADENA MD 21122 DESCRIPTION: NO DUTIES CURRENTLY AS SUCCESSOR TRUSTEE. 3. MONICA BROWN POSITION: group exercise instructor NATURE: Other - employee of YMCA of Central MD, teaching fitness classes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1992 ADDRESS: Magothy Beach Road, Pasadena MD 21122, United States; DESCRIPTION: I teach 2-3 fitness classes per week, including water aerobics, pilates, body sculpting, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-04-10

Designations

• Chartered Financial Consultant