Steven Brown, financial advisor Commack NY

Steven Brown

CRD Number: 2232418
Current Firm: Independent Financial Group, LLC

Steven Brown (CRD# 2232418) is an Investment Advisor Representative working at Independent Financial Group, LLC in Commack, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Commack, NY Jan 2020 - Current 4
Network Investment Advisors, Inc. Commack, NY Jul 2019 - Current 4
Sterling National Bank East Meadow, NY Jan 2018 - Jul 2019 1
Lpl Financial LLC East Meadow, NY Jan 2018 - Jul 2019 1
Capital One Investing Commack, NY Dec 2015 - Jan 2018 2
Capital One Advisors, LLC Commack, NY Dec 2015 - Jan 2018 2
Combined Insurance Bohemia, NY Oct 2015 - Nov 2015 < 1
Unemployed Woodbury, NY May 2015 - Sep 2015 < 1
David Lerner Associates, Inc. Syosset, NY Nov 2014 - Apr 2015 < 1
Hsbc Bank Usa, N.a. Syosset, NY Sep 2012 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Steven R. Brown
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    6,751
    MILLIONS
  • Total Number of Accounts
    30,369
    ACCOUNTS
  • Average Account Value
    $222,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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