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Daniel Scott Mcleod

BROWN MCLEOD, INC·FAIRHOPE, Alabama
Clean recordBROWN MCLEOD, INC
54 S. GREENO ROAD, FAIRHOPE, AL 36532CRD# 2752145Firm CRD# 155548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Scott Mcleod · FAIRHOPE, AL
Registration
CRD #2752145 · BROWN MCLEOD, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Scott Mcleod is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with BROWN MCLEOD, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BROWN MCLEOD, INC
BROWN FINANCIAL ADVISORY
AUM
$301M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BROWN MCLEOD, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2752145
Firm CRD# 155548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Scott Mcleod offer?
Daniel Scott Mcleod specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are Daniel Scott Mcleod's credentials?
Daniel Scott Mcleod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Scott Mcleod located?
Daniel Scott Mcleod is based in FAIRHOPE, Alabama, working with BROWN MCLEOD, INC. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does Daniel Scott Mcleod charge for services?
Daniel Scott Mcleod's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN MCLEOD, INC?
BROWN MCLEOD, INC has approximately 7 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joshua Wyatt Lancaster
FAIRHOPE, AL

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Nearby cities in Alabama
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Research
Advisor Fees in AlabamaNational Fee Analysis
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