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Chad Edward Brown

LEAFHOUSE FINANCIAL ADVISORS, LLC·AUSTIN, Texas
SIE, Series 6, Series 26, Series 63Clean recordLEAFHOUSE FINANCIAL ADVISORS, LLC
6300 BRIDGEPOINT PARKWAY, AUSTIN, TX 78730CRD# 4359599Firm CRD# 149694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Edward Brown · AUSTIN, TX
Registration
CRD #4359599 · LEAFHOUSE FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD 149694 · SEC 801-78809
AUM
$17.0B
Regulatory assets under management
Employees
25
3,243 client accounts
Services offered by LEAFHOUSE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LEAFHOUSE FINANCIAL ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Chad Edward Brown offer?
Chad Edward Brown specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Chad Edward Brown's credentials?
Chad Edward Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Edward Brown located?
Chad Edward Brown is based in AUSTIN, Texas, working with LEAFHOUSE FINANCIAL ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Chad Edward Brown charge for services?
Chad Edward 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 LEAFHOUSE FINANCIAL ADVISORS, LLC?
LEAFHOUSE FINANCIAL ADVISORS, LLC has approximately 25 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEAFHOUSE FINANCIAL ADVISORS, LLC

Neal Maverick Weaver
AUSTIN, TX
Marley Elyse Mcburney
AUSTIN, TX
Todd Aaron Kading
AUSTIN, TX

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