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Katie Anne Brown

Armstrong Dixon

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About Katie Anne Brown

Katie Anne Brown is a financial advisor with Armstrong Dixon, a firm that provides financial services to individuals, families, and businesses. Katie is registered with the state of Maryland as an Investment Advisor Representative. Katie has been in the industry for over 8 years. Prior to joining Armstrong Dixon, Katie worked at LPL Financial LLC. Katie holds a Series 7, Series 24, Series 66, and SIE license. Katie specializes in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Katie Brown is currently registered with Armstrong Dixon. Armstrong Dixon is an investment advisor headquartered in BALTIMORE, MD. They manage approximately $312 million in assets for 876 clients, primarily high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. They offer financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services. The firm has 5 licensed agents and 6 investment advisor representatives.
Armstrong Dixon

1500 SULGRAVE AVE

BALTIMORE, MD 21209

$312.07M

Assets Under Management

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Katie Brown’s Registration & Firm History

MD

07/23/2015 - Present

Armstrong Dixon (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 07/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katie Anne Brown.
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