Thomas Brown, financial advisor Pittsburgh PA

Thomas Brown

CRD Number: 4280128
Current Firm: Cwm, LLC

Thomas Brown (CRD# 4280128) is an Investment Advisor Representative working at Cwm, LLC in Pittsburgh, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2017 - Current 4
Cwm LLC Pittsburgh, PA Dec 2013 - Current 7
Integrated Tax Solutions, LLC Pittsburgh, PA Dec 2012 - Current 8
Aptus Wealth Planning Pittsburgh, PA Dec 2012 - Current 8
Lpl Financial LLC Pittsburgh, PA Dec 2012 - Jan 2017 4
Private Advisor Group, LLC Morristown, NJ Dec 2012 - Dec 2013 1
Ameriprise Financial Services,inc. Pittsburgh, PA Aug 2008 - Dec 2012 4
Riversource Minneapolis, MN Sep 2005 - Dec 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Thomas S. Brown
Phone Number: 402-330-0808
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,897
    MILLIONS
  • Total Number of Accounts
    58,973
    ACCOUNTS
  • Average Account Value
    $201,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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