Anita Brown, financial advisor Beverly Hills CA
83 score

Anita Brown

CRD Number: 3145343
Current Firm: Beverly Hills Wealth Management, LLC

Anita Brown (CRD# 3145343) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Beverly Hills, CA Apr 2016 - Current < 1
Beverly Hills Wealth Management, LLC Beverly Hills, CA Jul 2011 - Current 5
Mutual Securities, Inc. Camarillo, CA Mar 2012 - Feb 2016 3
Purshe Kaplan Sterling Beverly Hills, CA Jul 2011 - Mar 2012 < 1
Morgan Stanley Smith Barney Beverly Hills, CA Jun 2009 - Jul 2011 2
Morgan Stanley & Company, Incorporated Beverly Hills, CA Apr 2007 - Jul 2011 4
Morgan Stanley Dw Inc. Beverly Hills, CA Oct 2003 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Anita A. Brown
Phone Number: (310) 859-1600
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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