Unclaimed Profile

Candace Brown

DAI WEALTH, LLC·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 27, Series 66, Series 99Clean record10 years registeredDAI WEALTH, LLC

2800 CENTURY PARKWAY NE, ATLANTA, GA 30345CRD# 5164122Firm CRD# 138938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Candace Brown · ATLANTA, GA

Registration

CRD #5164122 · DAI WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

DAI WEALTH, LLC

Sep 2019 – present

INVESTACORP ADVISORY SERVICES INC

Jun 2016 – Sep 2019

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 99

Registration record

First registered · June 17, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAI WEALTH, LLC

CRD 138938 · SEC 801-66260

AUM

$153M

Regulatory assets under management

Employees

1,073 client accounts

Services offered by DAI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Candace Brown offer?

Candace Brown specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Candace Brown's credentials?

Candace Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Candace Brown located?

Candace Brown is based in ATLANTA, Georgia, working with DAI WEALTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Candace Brown charge for services?

Candace Brown's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAI WEALTH, LLC?

DAI WEALTH, LLC has approximately 28 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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