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Matthew Crisman Brown

Stonegate Investment Group, LLC

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About Matthew Crisman Brown

Matthew Crisman Brown is a financial advisor with Stonegate Investment Group, LLC, based in Birmingham, Alabama. Matthew has been working in the financial services industry since 2007, holding licenses with the state of Alabama and FINRA. Matthew specializes in providing financial advice to individuals, families, and businesses. Matthew has a strong background in investment management and financial planning. Matthew is committed to helping clients achieve their financial goals.

Firm Information

Matthew Brown is currently registered with Stonegate Investment Group, LLC. Stonegate Investment Group, LLC is an investment advisor headquartered in Birmingham, Alabama, with a team of 11 investment advisor representatives. They offer financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They manage approximately $4.65 billion in assets for clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, individuals other than high-net-worth, and pooled investment vehicles.
Stonegate Investment Group, LLC

2005 STONEGATE TRAIL

BIRMINGHAM, AL 35242

$4.65B

Assets Under Management

2

Total Clients

10

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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Matthew Brown’s Registration & Firm History

AL

07/09/2021 - Present

Stonegate Investment Group, LLC (BIRMINGHAM AL)

AL

12/23/2009 - 07/20/2021

UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)

GA

12/20/2007 - 07/31/2009

NAVIGANT CAPITAL ADVISORS, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 01/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Crisman Brown.
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