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Kathryn Marie Brown

Morton Brown Family Wealth LLC

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About Kathryn Marie Brown

Kathryn Marie Brown is a financial advisor with Morton Brown Family Wealth LLC in Allentown, PA. Kathryn Brown has been in the industry since July 19, 2002. Kathryn Marie Brown is also a Certified Financial Planner and a Chartered Financial Consultant. Morton Brown Family Wealth LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses.

Firm Information

Kathryn Brown is currently registered with Morton Brown Family Wealth LLC. Morton Brown Family Wealth LLC is an investment advisory firm headquartered in Allentown, Pennsylvania. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has approximately $398.97 million in regulatory assets under management.
Morton Brown Family Wealth LLC

600 W. HAMILTON STREET

ALLENTOWN, PA 18101

$398.97M

Assets Under Management

10

Total Clients

5

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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Kathryn Brown’s Registration & Firm History

PA

04/24/2018 - Present

Morton Brown Family Wealth LLC (ALLENTOWN PA)

PA

09/30/2011 - 02/06/2017

PURSHE KAPLAN STERLING INVESTMENTS (BETHLEHEM PA)

PA

07/19/2002 - 10/13/2011

LPL FINANCIAL LLC (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 10/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 02/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Marie Brown.
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