Kevin Brown, financial advisor Fairfield CT

Kevin Brown

CRD Number: 1273712
Current Firm: Raymond James Financial Services Advisors, Inc.

Kevin Brown (CRD# 1273712) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairfield, CT and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Fairfield, CT Nov 2019 - Current 4
Raymond James Financial Services Advisors, Inc. Fairfield, CT Nov 2019 - Current 4
Hobe Sound LLC Fairfield, CT Nov 2019 - Current 4
Boston Harbor Wealth Advisors Fairfield, CT Nov 2019 - Nov 2022 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2019 4
Morgan Stanley Smith Barney Fairfield, CT Jun 2009 - Nov 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Jun 1992
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin F. Brown
Phone Number: 727-567-3020
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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