Brown Advisory
Brown Advisory (CRD# 106375) is a financial advisory firm headquartered in Norfolk, VA. They manage $6,606,613,781 in 1,888 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management6,607MILLION
-
Total Number of Accounts1,888ACCOUNTS
-
Average Account Value$3,499,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
FL, IL, NC, VA
Teague Avey (CRD# 6630058) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has 1 year of experience in the finance industry. Teague Avey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rose Bennetch (CRD# 4669911) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 20 years of experience in the finance industry.
Carter Furr (CRD# 4346802) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 21 years of experience in the finance industry.
Amanda Gift (CRD# 3178536) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 24 years of experience in the finance industry.
Weyman Gong (CRD# 3092497) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 25 years of experience in the finance industry.
Sarah Holtzinger (CRD# 6545981) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 8 years of experience in the finance industry.
Reed Hurt (CRD# 6331565) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has 1 year of experience in the finance industry. Reed Hurt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Johnson (CRD# 704601) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 43 years of experience in the finance industry.
Adam King (CRD# 5873533) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has 1 year of experience in the finance industry.
Jean Logan (CRD# 5844502) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 13 years of experience in the finance industry. Jean Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.