Gregory D. Brown

BBS WEALTH MANAGEMENT

Methuen, MA 01844

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CRD#: 7329731

Professional summary

Gregory David Brown, who also goes by Gregory Brown, is a registered financial advisor currently at BBS WEALTH MANAGEMENT, LLC located in Methuen, Massachusetts.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gregory has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory 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.

1) BBS Financial LLC - Gregory Brown is currently employed as Managing Partner in the BBS Financial, LLC. This activity accounts for approximately 90% of his time. Mr. Gregory Brown may refer clients to BBS Financial, LLC, an accountancy firm, where Mr. Brown is the Managing Partner, and BBS Financial, LLC may refer clients to BBS Wealth Management, LLC. Accounting services provided by BBS Financial, LLC are separate and distinct from BBS Wealth Management, LLC, and are provided for separately and require typical compensation. There are no referral fee arrangements between our firms for these recommendations. No client is obligated to use BBS Financial, LLC for any tax or accountancy services and conversely, no accounting client is obligated to use BBS Wealth Management, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David 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®

None

Experience

Current

August 24, 2021 - Present

BBS WEALTH MANAGEMENT, LLC

Office #1: 302 Broadway, Methuen, MA 01844

RIA

CRD#: 312283

Methuen, MA

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

Massachusetts
(8/24/2021)

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

Current Firm

BBS WEALTH MANAGEMENT, LLC

CRD#: 312283 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/24/2021 Approved)

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Contact information

Main Address

302 Broadway, Methuen, MA 01844

Mailing Address

Phone number

(978) 794-1919

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory D. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

BBS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

BBS WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

BBS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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