Unclaimed Profile

Philip Wilson Brown

SIERRA NEVADA WEALTH MANAGEMENT, LLC·RENO, Nevada

Series 65Clean record18 years registeredSIERRA NEVADA WEALTH MANAGEMENT, LLC

100 WEST LIBERTY STREET, RENO, NV 89501CRD# 5564300Firm CRD# 145304

Profile Verification

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

Identity

Philip Wilson Brown · RENO, NV

Registration

CRD #5564300 · SIERRA NEVADA WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIERRA NEVADA WEALTH MANAGEMENT, LLC

SIERRA NEVADA WEALTH MANAGEMENT, LLC

Jul 2008 – Jan 2022

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIERRA NEVADA WEALTH MANAGEMENT, LLC

CRD 145304 · SEC 801-74439

AUM

$38M

Regulatory assets under management

Employees

157 client accounts

Services offered by SIERRA NEVADA WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SIERRA NEVADA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Philip Wilson Brown offer?

Philip Wilson Brown specializes in Investment Management, Wealth Management.

What are Philip Wilson Brown's credentials?

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

Where is Philip Wilson Brown located?

Philip Wilson Brown is based in RENO, Nevada, last registered with SIERRA NEVADA WEALTH MANAGEMENT, LLC.

How does Philip Wilson Brown charge for services?

Philip Wilson 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 SIERRA NEVADA WEALTH MANAGEMENT, LLC?

SIERRA NEVADA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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