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Gregory Mark Brawn

Success Wealth Management LLC

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About Gregory Mark Brawn

Gregory Brawn is an investment advisor representative at Success Wealth Management LLC. Gregory is registered with the state of Pennsylvania and has been in the financial services industry since 2009. Gregory has passed the Series 7 and Series 66 exams. Gregory's previous firm was Waddell & Reed. Gregory's areas of expertise include financial planning and portfolio management for individuals.

Firm Information

Gregory Brawn is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Brawn’s Registration & Firm History

PA

03/14/2019 - Present

Success Wealth Management LLC (Cambridge Springs PA)

PA

11/06/2009 - 12/31/2018

WADDELL & REED (ERIE PA)

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Licenses & Designations

BOTH

Issued 11/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Mark Brawn.
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