Unclaimed Profile

Todd David Brown

PEB CAPITAL MANAGEMENT LLC·COLUMBUS, Ohio

SIE, Series 7, Series 66Clean record22 years registeredPEB CAPITAL MANAGEMENT LLC

1880 MACKENZIE DRIVE, COLUMBUS, OH 43220CRD# 2936287Firm CRD# 315241

Profile Verification

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

Identity

Todd David Brown · COLUMBUS, OH

Registration

CRD #2936287 · PEB CAPITAL MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

PEB CAPITAL MANAGEMENT LLC

Oct 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jan 2018 – Aug 2021

UPPER ARLINGTON, OH

LPL FINANCIAL LLC

Jul 2011 – Dec 2017

DUBLIN, OH

UVEST FINANCIAL SERVICES GROUP, INC.

Oct 2008 – Jul 2011

DUBLIN, OH

RAYMOND JAMES FINANCIAL SERVICES

Jun 2004 – Jan 2005

NEWARK, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEB CAPITAL MANAGEMENT LLC

CRD 315241 · SEC 801-121815

AUM

$130M

Regulatory assets under management

Employees

443 client accounts

Services offered by PEB CAPITAL MANAGEMENT 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 PEB CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Todd David Brown offer?

Todd David Brown specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Todd David Brown's credentials?

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

Where is Todd David Brown located?

Todd David Brown is based in COLUMBUS, Ohio, working with PEB CAPITAL MANAGEMENT LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Todd David Brown charge for services?

Todd David 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 PEB CAPITAL MANAGEMENT LLC?

PEB CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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