Andrew M. Brown

BROWN WEALTH MANAGEMENT

CONYERS, GA 30012

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CRD#: 4502571

Professional summary

Andrew Mckinley Brown, CFP® is a registered financial advisor currently at BROWN WEALTH MANAGEMENT, LLC located in Conyers, Georgia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Andrew Mckinley Brown's 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: 2004

Experience

Current

February 3, 2006 - Present

BROWN WEALTH MANAGEMENT, LLC

Office #1: 931 Commercial Street, Conyers, GA 30012

RIA

CRD#: 119213

CONYERS, GA

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

Georgia
(2/3/2006)

IAR

Texas
(4/18/2024)

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 65

Date: 1/14/2002

Uniform Investment Adviser Law Examination

Current Firm

BROWN WEALTH MANAGEMENT, LLC

BROWN WEALTH MANAGEMENT, LLC | BROWN, ANDREW MCKINLEY

CRD#: 119213 / SEC#:

Georgia

Registered Investment Advisory firm - (2/11/2002 Approved)

Texas

Registered Investment Advisory firm - (4/11/2024 Conditional Restricted)

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Contact information

Main Address

931 Commercial Street, Conyers, GA 30012

Mailing Address

Phone number

(770) 918-0702

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 86,630,306

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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Andrew M. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mckinley Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROWN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2002

Current Firm

BROWN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BROWN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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