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Stephen Carter Brown

ANCHOR CAPITAL ADVISORS LLC·BOSTON, Massachusetts
SIE, Series 1, Series 6TO, Series 63Clean recordANCHOR CAPITAL ADVISORS LLC
ONE POST OFFICE SQUARE, BOSTON, MA 02109-2103CRD# 33028Firm CRD# 105540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Carter Brown · BOSTON, MA
Registration
CRD #33028 · ANCHOR CAPITAL ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 6TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ANCHOR CAPITAL ADVISORS LLC
CRD 105540 · SEC 801-18930
AUM
$2.6B
Regulatory assets under management
Employees
46
3,183 client accounts
Services offered by ANCHOR CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ANCHOR CAPITAL ADVISORS LLC →
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04

Frequently Asked Questions

What services does Stephen Carter Brown offer?
Stephen Carter Brown specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Stephen Carter Brown's credentials?
Stephen Carter Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Carter Brown located?
Stephen Carter Brown is based in BOSTON, Massachusetts, working with ANCHOR CAPITAL ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Stephen Carter Brown charge for services?
Stephen Carter Brown'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 ANCHOR CAPITAL ADVISORS LLC?
ANCHOR CAPITAL ADVISORS LLC has approximately 46 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANCHOR CAPITAL ADVISORS LLC

William Phipps Rice
BOSTON, MA
William Phipps Rice
BOSTON, MA
Jennifer Kristine Desisto
BOSTON, MA

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Research
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