Christopher William Brown

Christopher W. Brown

BROWN | MILLER WEALTH MANAGEMENT
Mclean, VA 22102
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CRD#: 2302099
Christopher William Brown

Professional summary


Christopher William Brown, CFP®, who also goes by Chris Brown, is a registered financial advisor currently at BROWN | MILLER WEALTH MANAGEMENT, LLC located in Mclean, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Christopher has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer


What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases


Chris Brown

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Christopher William Brown's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

March 3, 2020 - Present

BROWN | MILLER WEALTH MANAGEMENT, LLC

Office #1: 8280 Greensboro Drive Suite 220, Mclean, VA 22102
RIA
CRD#: 305742
Mclean, VA
Past

January 1, 2008 - March 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WASHINGTON, DC
Past

January 1, 2008 - March 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WASHINGTON, DC
Past

August 31, 1998 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
WASHINGTON, DC
Past

January 26, 1993 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
WASHINGTON, DC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B|
BROWN | MILLER WEALTH MANAGEMENT, LLC
BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD#: 305742 / SEC#: 801-117810

RIA
Registered Investment Advisory firm - (12/16/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/21/2020)
IAR
Virginia
(3/3/2020)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/31/2009
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


B|
BROWN | MILLER WEALTH MANAGEMENT, LLC
BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD#: 305742 / SEC#: 801-117810

RIA
Registered Investment Advisory firm - (12/16/2019 Approved)
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Contact information


Main Address
8280 Greensboro Drive Suite 220, Mclean, VA 22102
Mailing Address
Phone number
(703) 972-1950
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (20 States and Territories)


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Regulatory assets under management


Total Number of Accounts2,704
AUM (Assets Under Management)$ 991,063,127

Red Flags


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Company Information


BROWN | MILLER WEALTH MANAGEMENT, LLC

CRD#: 305742Mclean, VA 22102

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Contact information


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