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Gregory Allen Brown

BROWN FINANCIAL ADVISORS, LLC·MILFORD, Ohio
Series 65Clean record18 years registeredBROWN FINANCIAL ADVISORS, LLC
964 STATE ROUTE 28, MILFORD, OH 45150CRD# 5578071Firm CRD# 147056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Allen Brown · MILFORD, OH
Registration
CRD #5578071 · BROWN FINANCIAL ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BROWN FINANCIAL ADVISORS, LLC
Aug 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 13, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROWN FINANCIAL ADVISORS, LLC
CRD 147056 · SEC 801-119541
AUM
$245M
Regulatory assets under management
Employees
3
1,407 client accounts
Services offered by BROWN FINANCIAL ADVISORS, 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 BROWN FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Gregory Allen Brown offer?
Gregory Allen Brown specializes in Financial Planning, Investment Management. Contact their office in MILFORD, Ohio for a consultation.
What are Gregory Allen Brown's credentials?
Gregory Allen Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Allen Brown located?
Gregory Allen Brown is based in MILFORD, Ohio, working with BROWN FINANCIAL ADVISORS, LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does Gregory Allen Brown charge for services?
Gregory Allen Brown's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN FINANCIAL ADVISORS, LLC?
BROWN FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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