Unclaimed Profile

Udell Calvin Brown

THE MONITOR GROUP, INC.·MCLEAN, Virginia

Series 6, Series 22, Series 62, Series 63, Series 65Clean record25 years registeredTHE MONITOR GROUP, INC.

1430 SPRING HILL ROAD, MCLEAN, VA 22102-3022CRD# 1691999Firm CRD# 109589

Profile Verification

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

Identity

Udell Calvin Brown · MCLEAN, VA

Registration

CRD #1691999 · THE MONITOR GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MONITOR GROUP, INC.

SAVANT WEALTH MANAGEMENT

Jun 2012 – Jul 2022

MCLEAN, VA

THE MONITOR GROUP, INC.

Jan 2001 – Jul 2012

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · January 18, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MONITOR GROUP, INC.

CRD 109589 · SEC 801-56697

AUM

$461M

Regulatory assets under management

Employees

261 client accounts

Services offered by THE MONITOR GROUP, INC.

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 THE MONITOR GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Udell Calvin Brown offer?

Udell Calvin Brown specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Udell Calvin Brown's credentials?

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

Where is Udell Calvin Brown located?

Udell Calvin Brown is based in MCLEAN, Virginia, last registered with THE MONITOR GROUP, INC..

How does Udell Calvin Brown charge for services?

Udell Calvin Brown's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MONITOR GROUP, INC.?

THE MONITOR GROUP, INC. has approximately 11 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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