John BeatyCRD Number: 1796428
Current Firm: Brown Advisory
John Beaty (CRD# 1796428) is an Investment Advisor Representative working at Brown Advisory in Bethesda, MD and has over 29 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Beaty Haynes & Patterson, Inc.||Bethesda, MD||Jul 1990 - Current||32|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management98,298MILLIONS
Total Number of Accounts22,302ACCOUNTS
Average Account Value$4,407,590
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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