1. Wealthminder
  2. Naples, FL
Gregory Brown, financial advisor Naples FL

Gregory Brown

CRD Number: 6580164
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gregory Brown (CRD# 6580164) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Estero, FL Jun 2017 - Current 3
Bank Of America, N.a. Estero, FL Jun 2017 - Current 3
Td Ameritrade Naples, FL Nov 2015 - Jun 2017 1
Bank Of America Bonita Springs, FL Sep 2011 - Oct 2015 4
World Market Estero, FL Oct 2011 - Jan 2012 < 1
Florida Gulf Coast University Fort Myers, FL Jan 2006 - Jul 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Gregory Brown
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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