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Michael Dewayne Brown

Berkeley Capital Partners, LLC

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About Michael Dewayne Brown

Michael Dewayne Brown is a financial professional with over 20 years of experience in the industry. Michael has worked for several major financial institutions, including Citigroup Global Markets Inc. and Morgan Keegan & Company, Inc. Michael is currently registered with Berkeley Capital Partners, LLC as an Investment Adviser Representative. Michael provides financial planning, portfolio management, and selection of other advisors services to a range of clients, including high net worth individuals, corporations, and individuals. Michael is also President of Brown Development Partners, LLC, which buys, renovates and sells houses in and around the Atlanta metropolitan area. Michael's primary employment is with IBM as a Software Consultant.

Firm Information

Michael Brown is currently registered with Berkeley Capital Partners, LLC. Berkeley Capital Partners, LLC is an investment advisor based in Milton, GA, with approximately $914,797,271 in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for individuals and pooled investment vehicles. Berkeley Capital Partners, LLC primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. They also offer wrap fee programs.
Berkeley Capital Partners, LLC

3000 HERITAGE WALK

MILTON, GA 30004

$914.80M

Assets Under Management

314

Total Clients

8

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Brown’s Registration & Firm History

GA

10/25/2016 - Present

Berkeley Capital Partners, LLC (MILTON GA)

TN

11/03/2003 - 12/31/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NY

12/03/1998 - 11/07/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Dewayne Brown.
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