Brian Albert Brown

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/1994 → Present
  D.A. Davidson & Co.
  Bozeman, MT

Other Businesses

1) BRIAN AND SHELBY BROWN; INVESTMENT RELATED; BIG SKY, MT; SOLE PROPRIETOR; CO-OWNER; START 8/12/21; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; DUTIES ARE YARD MAINTENANCE AND SNOW REMOVAL. 2) HOMEOWNERS ASSOCIATION OF MINOR SUBDIVISION NO. 85, INC., DBA POINTED RIDGE HOMEOWNERS ASSOCIATION; NON-INVESTMENT RELATED; BOZEMAN, MT; NON-PROFIT; HOA PRESIDENT; START 11/19/19; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ORGANIZE MEETINGS, PREPARE AGENDAS AND ALLOCATE HOA FUNDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-21
• S63 Uniform Securities Agent State Law Examination
  1994-07-14

Designations

• Certified Financial Planner