Rosemary B. Yue

BROWN | MILLER WEALTH MANAGEMENT

Mclean, VA 22102

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CRD#: 4893509

Professional summary

Rosemary Behizadeh Yue, who also goes by Rosemary Behizadeh, Rosemary Yue, is a registered financial advisor currently at BROWN | MILLER WEALTH MANAGEMENT, LLC located in Mclean, Virginia.

Rosemary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Rosemary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rosemary Behizadeh | Rosemary Yue

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 Rosemary Behizadeh Yue'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®

None

Experience

Current

March 4, 2020 - Present

BROWN | MILLER WEALTH MANAGEMENT, LLC

Office #1: 8280 Greensboro Drive Suite 220, Mclean, VA 22102

RIA

CRD#: 305742

Mclean, VA

Past

October 12, 2011 - March 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

September 30, 2011 - March 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

Past

February 11, 2009 - October 5, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHESTNUT HILL, MA

Past

May 27, 2008 - October 5, 2009

LPL FINANCIAL LLC

CRD#: 6413

CHESTNUT HILL, MA

Past

February 20, 2008 - May 27, 2008

IFMG SECURITIES, INC.

CRD#: 14416

CHESTNUT HILL, MA

Past

February 21, 2005 - September 18, 2007

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

LA CRESCENTA, CA

Past

February 11, 2005 - September 18, 2007

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

LA CRESCENTA, CA

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".

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
(1/4/2021)

IAR

Virginia
(3/4/2020)

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: 2/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2005

General Securities Representative Examination

Current Firm

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

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROWN | MILLER WEALTH MANAGEMENT LLC ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,557
AUM (Assets Under Management)	$ 827,933,190

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

Rosemary B. Yue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rosemary Behizadeh Yue's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

IFMG SECURITIES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

BROWN | MILLER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2005

Current Firm

BROWN | MILLER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROWN | MILLER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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