Daniel
Mcleod

Brown Financial Advisory

CRD#2752145
Investment Advisor
in Fairhope, AL

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About this Advisor

Daniel Mcleod is a certified financial planner and chartered financial consultant in Fairhope, Alabama. Currently a registered investment advisor with Brown Financial Advisory, they have accumulated 14 years of professional experience. Mcleod has a Series 63 license, qualifying them as a securities broker. Mcleod can act as a financial advisor in Alabama, Florida, Louisiana and Texas. During their career, Mcleod has held roles at Charles D. Haines, LLC and Brown Mcleod, Inc. Brown Financial Advisory is headquartered in Fairhope, Alabama. In total, Brown Financial Advisory oversees $197 million in assets dispersed across 566 accounts and retains six staff members. The level of assets currently under the firm's management places it among the mid-sized firms in the country. The firm manages 556 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 36% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Brown Financial Advisory can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

54 S. Greeno Road
Fairhope, AL 36532

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Brown Financial Advisory Brokerage Details

Total Assets Under Management

$196,940,094

AL Average: $1,620,585,161
Total Number of Employees

6

AL Average: 52
Total Number of Accounts

566

AL Average: 1,560
Average Account Size

$347,951

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Daniel Mcleod Work History

Daniel has 14 years of experience.

2010 - Present (11 years)

Brown Mcleod, Inc

2006 - 2010 (4 years)

Charles D. Haines, LLC

Disclosures

Daniel Mcleod has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Brown Financial Advisory

Christopher Alman
Fairhope, AL
Daniel Mcleod
Fairhope, AL
Joshua Lancaster
Fairhope, AL

This content was compiled from the SEC and FINRA.

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