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Steven George Brown

PRECISION VECTOR FINANCIAL
Brighton, MI
·CRD# 5116222·20 years experience

Professional Summary

Steven George Brown is a registered financial advisor currently at PRECISION VECTOR FINANCIAL located in Brighton, Michigan. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Steven has worked at 3 firms and has passed the Series 65, SIE, Series 55 and Series 62 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

PRECISION VECTOR FINANCIAL·CRD# 321189
RIA
Brighton, MI
September 8, 2022 - Present
PINNACLE WEALTH MANAGEMENT, INC.·CRD# 166853
RIA
Brighton, MI
September 24, 2020 - April 6, 2022
GREAT POINT CAPITAL LLC·CRD# 114203
BD
Chicago, IL
April 17, 2006 - February 4, 2008

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Current Firm

PV
PRECISION VECTOR FINANCIAL

PRECISION VECTOR FINANCIAL | PVF | PRECISION VECTOR FINANCIAL, L.L.C.

CRD#: 321189
Michigan
Registered Investment Advisory firm - Michigan (8/30/2022 Approved)
Ohio
Registered Investment Advisory firm - Ohio (1/15/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (2/1/2024 Conditional Restricted)

Contact Information

Main Address

Brighton, MI

Mailing Address

324 W Main St. #13, Brighton, MI 48116

Phone Number

(517) 404-4276

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

7

AUM (Assets Under Management)

$569,104

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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.

Federal Aviation Administration; Not Investment-Related; Located in Romulus, MI.; Nature of business: Air Traffic Controller; Position/Title: Air Traffic Controller; 07/2009 - Present,160 hrs/month devoted to this business; 100 hours/month devoted to the other business during securities trading hours; Air Traffic Controller monitoring aircraft travel. Independent Insurance Agent; Not Investment-Related; Located in Brighton, MI.; Nature of business: Insurance Products; Position/Title: Independent Insurance Agent; 047/2021 - Present,10 hrs/month devoted to this business; 10 hours/month devoted to the other business during securities trading hours; Offer insurance products.

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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.
IAR
Michigan
(9/8/2022)
IAR
Ohio
(4/19/2024)
IAR
Texas
(2/1/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2020About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2020About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jul 2006

Series 62 — Corporate Securities Limited Representative Examination

Passed Apr 2006

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CRS (Client Relationship Summary) - RIA

Click below to view Steven George Brown's CRS (Customer Relationship Summary).

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