Michael BrownCRD Number: 715584
Current Firm: Journey Strategic Wealth LLC
Michael Brown (CRD# 715584) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 35 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Journey Strategic Wealth LLC||Summit, NJ||Dec 2020 - Current||2|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Nov 2010 - Current||12|
|Magnus Financial Group, LLC||New York, NY||Dec 2018 - Dec 2020||2|
|Dynasty Wealth Management, LLC||Albany, NY||Nov 2010 - Dec 2018||8|
|Pps Securities, LLC||New York, NY||Apr 2012 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,726MILLIONS
Total Number of Accounts1,547ACCOUNTS
Average Account Value$1,762,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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