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AB

Albert F. Brown

LANDOLT SECURITIES
Lake Bluff, IL 60044
Some features on this profile are disabled
CRD#: 710996
AB

Professional summary


Albert Farwell Brown, who also goes by Andy Brown, is a registered financial professional currently at LANDOLT SECURITIES, INC. located in Lake Bluff, Illinois.

Albert is registered as a RR (Registered Representative) and started their career in finance in 1981. Albert has worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Brown

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) - BD


Click below to view Albert Farwell Brown'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

February 16, 2011 - Present

LANDOLT SECURITIES, INC.

Office #1: 900 North Shore Drive Suite 279, Lake Bluff, IL 60044
RIA
BD
CRD#: 28352
Lake Bluff, IL
Past

July 28, 2008 - May 5, 2009

DOMINARI SECURITIES LLC

BD
CRD#: 18975
DENVER, CO
Past

January 9, 1998 - May 19, 2008

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

May 17, 1996 - January 8, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

April 13, 1988 - May 9, 1996

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL
Past

June 17, 1987 - January 11, 1988

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
Past

May 14, 1981 - June 18, 1987

WILLIAM BLAIR

BD
CRD#: 1252

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(2/16/2011)
RR
New Hampshire
(3/21/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 6/8/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/14/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/19/1987
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


LS
LANDOLT SECURITIES, INC.
FISN | TORII ASSET MANAGEMENT | TK CHEN FINANCIAL SERVICES LLC | THE WEALTH PROTECTION GROUP LLC | THE WEALTH PROTECTION GROUP | LESLIE FINANCIAL LLC | LANDOLT SECURITIES, INC.

CRD#: 28352 / SEC#: , 8-43645

Illinois
Registered Investment Advisory firm - SEC (10/10/2006 Approved)
Indiana
Registered Investment Advisory firm - SEC (3/23/2020 Approved)
North Carolina
Registered Investment Advisory firm - SEC (8/16/2017 Approved)
Ohio
Registered Investment Advisory firm - SEC (7/6/2017 Approved)
Texas
Registered Investment Advisory firm - SEC (4/28/2020 Approved)
Wisconsin
Registered Investment Advisory firm - SEC (3/26/2002 Approved)
Wyoming
Registered Investment Advisory firm - SEC (7/25/2017 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
900 North Shore Drive Suite 279, Lake Bluff, IL 60044
Mailing Address
900 North Shore Drive Suite 279, Lake Bluff, IL 60044
Phone number
(847) 838-5151
Established
Wisconsin since 11/09/1989
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
11

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MCKIERNAN, DONALD TRENDLEYCEO, CO-CCO, & FINOP1305965
MCKIERNAN, MATTHEWCHIEF FINANCIAL OFFICER7006128
REINHARD, TYLER JOHNCOO / CO-CCO6366204

Regulatory assets under management


Total Number of Accounts279
AUM (Assets Under Management)$ 105,626,273

Disclosures


Regulatory Event4

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


LANDOLT SECURITIES, INC.

CRD#: 28352Lake Bluff, IL 60044

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