Edward X. Tune
Professional summary
Edward Xavier Tune, who also goes by Trey Tune, is a registered financial advisor currently at BROWN ADVISORY .
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Edward has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Xavier Tune's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2014 - Present
BROWN ADVISORY
October 1, 2000 - December 24, 2008
BROWN BROTHERS HARRIMAN & CO.
January 1, 1998 - September 27, 1999
BOFA DISTRIBUTORS, INC.
June 12, 1994 - January 1, 1998
IFMG SECURITIES, INC.
March 4, 1992 - August 3, 1992
KEMPER FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
BROWN ADVISORY
CRD#: 110181 / SEC#: 801-38826
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/20/2014)
(3/18/2014)
(2/20/2014)
Exams
Current Firm
BROWN ADVISORY
CRD#: 110181 / SEC#: 801-38826
Contact information
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,921 |
| AUM (Assets Under Management) | $ 121,936,354,796 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/12/2026 | ||
| 01/21/2025 | ||
| 10/28/2024 | ||
| 01/24/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
