Unclaimed Profile

Michael Charles Brown

JOURNEY STRATEGIC WEALTH LLC·SUMMIT, New Jersey

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 6522 years registeredJOURNEY STRATEGIC WEALTH LLC

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 715584Firm CRD# 310648

Profile Verification

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

Identity

Michael Charles Brown · SUMMIT, NJ

Registration

CRD #715584 · JOURNEY STRATEGIC WEALTH LLC · 22 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Apr 2026 – present

HIGHTOWER SECURITIES, LLC

Apr 2026 – present

JOURNEY STRATEGIC WEALTH LLC

Jan 2021 – Apr 2026

SUMMIT, NJ

DYNASTY WEALTH MANAGEMENT, LLC

Apr 2016 – Dec 2018

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Dec 2010

NEW YORK, NY

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2004 – Oct 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · January 13, 2004

Years registered · 22

Disclosure History

2009Customer 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

JOURNEY STRATEGIC WEALTH LLC

CRD 310648 · SEC 801-119925

AUM

$3.1B

Regulatory assets under management

Employees

1,898 client accounts

Services offered by JOURNEY STRATEGIC WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOURNEY STRATEGIC WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Michael Charles Brown offer?

Michael Charles Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Michael Charles Brown's credentials?

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

Where is Michael Charles Brown located?

Michael Charles Brown is based in SUMMIT, New Jersey, working with JOURNEY STRATEGIC WEALTH LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Michael Charles Brown charge for services?

Michael Charles 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 JOURNEY STRATEGIC WEALTH LLC?

JOURNEY STRATEGIC WEALTH LLC has approximately 23 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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