Albert S. Browning

INTEGRAS PARTNERS

HUDSON, MA

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CRD#: 3126567

Professional summary

Albert Sidney Browning IV, CFP®, who also goes by A Sidney Browning IV, Albert Sidney Browning, Sidney Browning, is a registered financial advisor currently at INTEGRAS PARTNERS, LLC located in Hudson, Massachusetts.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Albert has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

A Sidney Browning Iv | Albert Sidney Browning | Sidney Browning

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.

1.INTEGRAS PARTNERS, LLC-N-ATLANTA GA-INSURANCE-GENERAL AGENT-01/2010-2-.25-FIXED LIFE, ANNUITY & LONG-TERM CARE INSURANCE 2.WEBB NORTH HOLDINGS, LLC-N-ATLANTA, GA-COMMERCIAL REAL ESTATE-MANAGING MEMBER-08/2014-2-.25-COMMERCIAL REAL ESTATE OWNERSHIP 3.INTEGRAS PARTNERS-Y-ALPHARETTA, GA-INVESTMENT ADVICE-REGISTERED REPRESENTATIVE-03/2010-30-20-INVESTMENT ADVISER TO INDIVIDUALS, BUSINESSES AND EMPLOYER SPONSORED RETIREMENT PLANS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Sidney Browning IV'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^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 6, 2015 - Present

INTEGRAS PARTNERS, LLC

RIA

CRD#: 172979

HUDSON, MA

Past

March 30, 2010 - December 31, 2015

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

Alpharetta, GA

Past

March 30, 2010 - December 31, 2015

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Alpharetta, GA

Past

March 17, 2005 - March 31, 2010

EQUITY SERVICES, INC.

RIA

CRD#: 265

ATLANTA, GA

Past

March 15, 2005 - March 31, 2010

EQUITY SERVICES, INC.

CRD#: 265

ATLANTA, GA

Past

December 15, 1998 - March 7, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

INTEGRAS PARTNERS, LLC

CRD#: 172979 / SEC#: 801-80657

RIA

Registered Investment Advisory firm - (1/2/2015 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

Florida
(7/2/2024)

IAR

Georgia
(1/6/2015)

IAR

Massachusetts
(7/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/25/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/28/2010

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 8/11/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/23/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

INTEGRAS PARTNERS, LLC

CRD#: 172979 / SEC#: 801-80657

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

3180 North Point Parkway Suite 102, Alpharetta, GA 30005

Mailing Address

Phone number

(404) 941-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRAS PARTNERS BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 231,952,582

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.

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Advisor Monitoring

Firm Stability Insights

Albert S. Browning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Sidney Browning IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INTEGRAS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2001

Series 63

Date: 9/25/1998

SIE

Date: 12/31/2015

Series 7

Date: 12/10/1998

Series 24

Date: 6/28/2010

Series 10

Date: 8/11/2003

Series 9

Date: 5/23/2003

Current Firm

INTEGRAS PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRAS PARTNERS, LLC

TRUST BUT VERIFY

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