Ronnie Brown (CRD# 6906546) is an Investment Advisor Representative working at Morgan Stanley in Atlanta, GA and has over 5 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | Mar 2024 - Current | < 1 |
Morgan Stanley Smith Barney LLC | Atlanta, GA | Jan 2024 - Current | < 1 |
Fox Sports College Properties | Auburn, AL | Aug 2016 - Current | 7 |
Ubs Financial Services Inc. | Atlanta, GA | Sep 2021 - Jan 2024 | 2 |
Wells Fargo Clearing Services, LLC | Atlanta, GA | Feb 2019 - Jun 2021 | 2 |
Ubs Financial Services Inc. | Atlanta, GA | Feb 2018 - Feb 2019 | 1 |
Unemployed | Atlanta, GA | Jan 2015 - Aug 2016 | 1 |
San Diego Chargers | San Diego, CA | Sep 2014 - Jan 2015 | < 1 |
Houston Texans | Houston, TX | Mar 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- GA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.