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Robert Thomas Brown

APEXIUM FINANCIAL LP·DALLAS, Texas
SIE, Series 6, Series 62, Series 63CFPClean recordAPEXIUM FINANCIAL LP
1920 MCKINNEY AVE., DALLAS, TX 75201CRD# 3270344Firm CRD# 283726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Thomas Brown · DALLAS, TX
Registration
CRD #3270344 · APEXIUM FINANCIAL LP
Brand Profile
Not yet started
01

Career History

INTEGRITY ALLIANCE, LLC.
Mar 2026 – present
UNITED CAPITAL FINANCIAL ADVISORS
Dec 2025 – present
APEXIUM FINANCIAL LP
Nov 2025 – Dec 2025
Rye, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 62
Series 63
Registration record
First registered · November 7, 2025
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APEXIUM FINANCIAL LP
CRD 283726 · SEC 801-107760
AUM
$2.6B
Regulatory assets under management
Employees
14
2,541 client accounts
Services offered by APEXIUM FINANCIAL LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APEXIUM FINANCIAL LP →
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05

Frequently Asked Questions

What services does Robert Thomas Brown offer?
Robert Thomas Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Robert Thomas Brown's credentials?
Robert Thomas Brown holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Thomas Brown located?
Robert Thomas Brown is based in DALLAS, Texas, working with APEXIUM FINANCIAL LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Robert Thomas Brown charge for services?
Robert Thomas Brown's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEXIUM FINANCIAL LP?
APEXIUM FINANCIAL LP has approximately 14 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APEXIUM FINANCIAL LP

Cory Michael Chmelka
DALLAS, TX
David Benjamin Bruckman
NEW YORK, NY
David Joseph Pilaitis
DALLAS, TX
CFP
Matthew Anthony Marcello
DALLAS, TX
CFP

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