Edward Lee Brown

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/1983 → Present
  Edward L. Brown Ins. Agency Dba
  Missoula, MT
• 09/2014 → 06/2021
  Voya Financial Advisors
  Missoula, MT
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-15 → 2021-06-09
  Voya Financial Advisors, Inc.
  Missoula, MT
  Midvale, UT
  Missoula, MT
  Washougal, WA
• 2001-04-04 → 2004-11-01
  Transamerica Financial Advisors, Llc
  Missoula, MT

Other Businesses

1. NAME OF ENTITY: Independent Insurance Agent; Yes; 108 PASSAGE CT; MISSOULA; MT; 59803; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/16/2014; 80; 60; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY:EDWARD L BROWN INSURANCE AGENCY; No; 108 PASSAGE CT; MISSOULA; MT; 59803; FIXED INSURANCE/DBA; OWNER; 1/1/2003; 40; 40; SELL AND SERVICE FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: BOYS & GIRLS CLUB OF MISSOULA COUNTY, INVESTMENT RELATED: NO, ADDRESS: 715 KENSINGTON AVE STE 16, MISSOULA, MT 59801, NATURE OF BUSINESS: NON-PROFIT, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: VOLUNTEER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST IN AFTER SCHOOL ACTIVITIES SUCH AS TUTORING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1995-10-20