AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SB

Stephen Brown

Some features on this profile are disabled
CRD#: 33026
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Brown was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1969. Stephen had worked at 10 firms and has passed the Series 63, SIE, Series 1, Series 24, Series 4 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 19, 1990 - November 8, 1994

PACE SECURITIES, INC.

BD
CRD#: 10288
NEW YORK, NY
Past

July 20, 1988 - September 16, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
FORT LAUDERDALE, FL
Past

February 24, 1988 - July 8, 1988

NORTH AMERICAN INVESTMENT CORP.

BD
CRD#: 7568
Past

November 25, 1986 - February 24, 1988

PROVIDENCE SECURITIES, INC.

BD
CRD#: 14119
Past

September 18, 1981 - November 18, 1986

DOMIK CORP.

BD
CRD#: 223
Past

May 28, 1980 - October 23, 1983

S. D. COHN & CO.

BD
CRD#: 735
Past

December 1, 1972 - October 22, 1980

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
Past

September 2, 1971 - March 12, 1973

FILOR, BULLARD & SMYTH

BD
CRD#: 286
Past

May 20, 1971 - October 1, 1971

A. C. KLUGER & CO.

BD
CRD#: 2458
Past

September 8, 1969 - March 16, 1971

CARLTON-CAMBRIDGE & COMPANY INC

BD
CRD#: 1000001

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/3/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/5/1969
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 4/15/1974
General Securities Principal Examination

Current Firm


PS
PACE SECURITIES, INC.
PACE SECURITIES | PACE SECURITIES, INC.

CRD#: 10288 / SEC#: , 8-33060

BD
Terminated by SEC on 12/27/2005
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/22/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OPPENHEIMER & CO. INC.PARENT CO.
HOLEMAN, ALLEN BERNARDS.V.P/CHIEF COMPLIANCE OFFICER1060910
LOWENTHAL, ALBERT GRINSFELDERPRESIDENT/SROP313519
MATYCKAS, EDWARD STANLEYCROP1405961
OUGHTRED, ANGUS WINNSECRETARY1367779
ROBERTS, ELAINE KELLSCFO1367879
WOHLMAN, RICHARDTREASURER1930556

Disclosures


Regulatory Event5
Arbitration2

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.

Company Information


PACE SECURITIES, INC.

CRD#: 10288

TRUST BUT VERIFY

Monitor Stephen Brown

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics