Unclaimed Profile

William James Brown

COPPER BEECH TREE LLC·BLOOMFIELD HILLS, Michigan

SIE, Series 6, Series 7, Series 22, Series 24, Series 52TO, Series 53, Series 63, Series 65ChFC24 years registeredCOPPER BEECH TREE LLC

33 BLOOMFIELD HILLS PARKWAY, BLOOMFIELD HILLS, MI 48304CRD# 1056215Firm CRD# 151476

Profile Verification

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

Identity

William James Brown · BLOOMFIELD HILLS, MI

Registration

CRD #1056215 · COPPER BEECH TREE LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COPPER BEECH TREE LLC

HIGHTOWER ADVISORS, LLC

Jul 2017 – Jun 2024

Bloomfield Hills, MI

COPPER BEECH WEALTH MANAGEMENT

Jul 2012 – Dec 2017

BLOOMFIELD HILLS, MI

COPPER BEECH WEALTH MANAGEMENT

Dec 2009 – Dec 2011

BLOOMFIELD HILLS, MI

AMERICAN PORTFOLIOS ADVISORS, INC

Nov 2009 – Jul 2017

HOLBROOK, NY

FSC SECURITIES CORPORATION

Aug 2006 – Nov 2009

BLOOMFIELD HILLS, MI

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2002 – Aug 2006

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · June 14, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COPPER BEECH TREE LLC

CRD 151476 · SEC 801-70606

AUM

$95M

Regulatory assets under management

Employees

318 client accounts

Services offered by COPPER BEECH TREE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COPPER BEECH TREE LLC →

Introduction

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Frequently Asked Questions

What services does William James Brown offer?

William James Brown specializes in Financial Planning, Investment Management.

What are William James Brown's credentials?

William James Brown holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William James Brown located?

William James Brown is based in BLOOMFIELD HILLS, Michigan, last registered with COPPER BEECH TREE LLC.

How does William James Brown charge for services?

William James 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 COPPER BEECH TREE LLC?

COPPER BEECH TREE LLC has approximately 4 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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