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Steven Jeffrey Brown

Capital Synergy Partners

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About Steven Jeffrey Brown

Steven Jeffrey Brown is a financial advisor with Capital Synergy Partners, based in Skokie, IL. Steven has been in the industry since 1998 and has a wide range of experience. Steven is a registered representative and investment advisor representative and holds the Series 6, Series 63, and SIE licenses. Steven specializes in providing financial planning and portfolio management services to both individuals and high-net-worth individuals.

Firm Information

Steven Brown is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

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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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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other

Csp receives third party referral, selection & monitoring fees

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Steven Brown’s Registration & Firm History

IL

01/12/2012 - Present

Capital Synergy Partners (SKOKIE IL)

IL

01/24/2000 - 12/31/2011

FINANCIAL WEST GROUP (SKOKIE IL)

CA

06/04/2001 - 12/13/2010

CPS FINANCIAL & INSURANCE SERVICES, INC. (IRVINE CA)

IA

06/16/1998 - 12/31/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BC

Issued 06/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Jeffrey Brown.
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