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Troy Harrison Brown

Tidecrest Wealth Management, LLC

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About Troy Harrison Brown

Troy Harrison Brown is a financial advisor with Tidecrest Wealth Management, LLC in Newport Beach, California. Troy holds a Series 66, Series 7, and SIE license and is a Certified Financial Planner. Troy has been in the financial industry since 2017 and has a wide range of experience, including working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Troy specializes in providing financial planning services to individuals, families, and businesses. Troy also offers a range of services, including portfolio management, investment advisory, and retirement planning.

Firm Information

Troy Brown is currently registered with Tidecrest Wealth Management, LLC. Tidecrest Wealth Management, LLC is an independent registered investment advisor based in Newport Beach, CA. The firm provides comprehensive financial planning, investment management, and retirement planning services to high-net-worth individuals, businesses, and corporations. Tidecrest Wealth Management, LLC manages over $201 million in assets for 282 clients.
Tidecrest Wealth Management, LLC

888 SAN CLEMENTE DRIVE

NEWPORT BEACH, CA 92660

$201.00M

Assets Under Management

Not reported

Total Clients

2

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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Troy Brown’s Registration & Firm History

CA

09/04/2024 - Present

Tidecrest Wealth Management, LLC (NEWPORT BEACH CA)

CA

09/11/2017 - 08/26/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 10/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Harrison Brown.
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