Meghan Brown (CRD# 6334257) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfront Brokerage LLC | Palo Alto, CA | Oct 2021 - Current | 2 |
| Unemployed | Richmond, VA | Aug 2021 - Sep 2021 | < 1 |
| Wells Fargo | Richmond, VA | Apr 2021 - Jul 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia, MD | Aug 2019 - Mar 2021 | 1 |
| Bank Of America, N.a. | Columbia, MD | Aug 2019 - Mar 2021 | 1 |
| Ymca Of Greater Richmond | Richmond, VA | May 2017 - Aug 2019 | 2 |
| Unemployed | Richmond, VA | Aug 2015 - May 2017 | 1 |
| Unemployed | Hamden, CT | Sep 2014 - Jul 2015 | < 1 |
| Southern Connecticut State University | New Haven, CT | Aug 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
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- CA
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Total Assets Under Management26,393MILLIONS
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Total Number of Accounts478,733ACCOUNTS
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Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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