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Michael Lloyd Foss

Brown Advisory

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About Michael Lloyd Foss

Michael Foss is an investment advisor representative associated with Brown Advisory. Michael has been in the industry since 1987 and has held licenses in various states. Michael has a Series 7, Series 63 and Series 66 securities licenses and is also a Chartered Financial Analyst. Michael specializes in investment management for individuals, businesses, investment companies and pooled investment vehicles. Michael's previous experience includes working for J.P. Morgan Institutional Investments Inc., Robert Fleming Inc., Gabelli & Company, Inc. and Tucker Anthony Incorporated.

Firm Information

Michael Foss is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in BALTIMORE, MD. The firm manages assets for a variety of clients, including individuals, institutions, and investment companies. They offer a range of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Brown Advisory also participates in wrap fee programs. The firm has over 267 investment advisory professionals and manages over $108 billion in assets.
Brown Advisory

901 SOUTH BOND STREET

BALTIMORE, MD 21231-3340

$108.33B

Assets Under Management

Not reported

Total Clients

27

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Foss’s Registration & Firm History

MD

03/29/2012 - Present

Brown Advisory (BALTIMORE MD)

NY

10/25/2001 - 11/26/2003

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

05/29/1996 - 05/29/2001

ROBERT FLEMING INC. (NEW YORK NY)

NY

09/10/1993 - 05/24/1996

GABELLI & COMPANY, INC. (RYE NY)

MA

01/21/1987 - 08/12/1991

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/09/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lloyd Foss.
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