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Panagiotis Plevritis

Brown | Miller Wealth Management, LLC

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About Panagiotis Plevritis

Panagiotis Plevritis is an Investment Advisor Representative associated with Brown | Miller Wealth Management, LLC, and currently registered in Virginia and Texas. Panagiotis Plevritis is active in the industry and has been registered as an Investment Advisor Representative for over 3 years. Panagiotis Plevritis passed the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. The advisor works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Panagiotis Plevritis is currently registered with Brown | Miller Wealth Management, LLC. Brown | Miller Wealth Management, LLC is a registered investment advisor headquartered in McLean, VA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, families, and institutions, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has $685,587,123 in regulatory assets under management.
Brown | Miller Wealth Management, LLC

8280 GREENSBORO DRIVE

MCLEAN, VA 22102

$685.59M

Assets Under Management

Not reported

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 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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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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Panagiotis Plevritis’s Registration & Firm History

VA

10/17/2022 - Present

Brown | Miller Wealth Management, LLC (MCLEAN VA)

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Licenses & Designations

IA

Issued 10/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Panagiotis Plevritis.
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