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Michael Ronald Brown

Schwab Wealth Advisory, Inc.

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About Michael Ronald Brown

Michael Brown is a financial advisor with over 10 years of experience in the financial services industry. He holds a Series 63 and 66 license and a Series 7 license. He is currently registered with Schwab Wealth Advisory, Inc. in Arizona and Texas. Michael previously worked as a financial advisor with Lincoln Financial Advisors Corporation and AXA Advisors, LLC. He is a registered representative with Schwab Wealth Advisory, Inc. and has experience working with individual investors, businesses and trusts. He is registered to provide advisory services in over 50 states.

Firm Information

Michael Brown is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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 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.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Michael Brown’s Registration & Firm History

AZ

03/31/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

07/01/2014 - 01/15/2015

LINCOLN FINANCIAL ADVISORS CORPORATION (SCOTTSDALE AZ)

AZ

05/10/2013 - 05/02/2014

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 11/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Ronald Brown.
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