Marisa Anh
Browne

Carbon Collective Investing, LLC

CRD#7540635
Investment Advisor
in Laguna Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marisa Anh Browne is a financial advisor operating in Laguna Beach, California who has 1 year of relevant experience. Browne works at Carbon Collective Investing, LLC. The advisor has gained experience at Carbon Collective Investing, Los Rios Community College District, Private Nanny, Solano County Water Agency, Philz Coffee, Skydance Skydiving, Common Grounds Coffee, Zuma Poke, University Of California, Davis, CollГѓВЁge Du Sud and Elise P. Buckingham Charter Magnet High School. Browne has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Carbon Collective Investing, LLC is a registered investment company operating in Laguna Beach, California. It controls $46 million in assets between its 899 client accounts, making it one of the smaller firms in the nation by assets under management. The firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Carbon Collective Investing, LLC can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Laguna Beach, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Carbon Collective Investing, LLC Brokerage Details

Total Assets Under Management

$45,727,681

Total Number of Employees

6

Total Number of Accounts

899

Average Account Size

$50,865

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Marisa Anh Browne Work History

Marisa Anh has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Carbon Collective Investing

2019 - 2019 (< 1 year)

Solano County Water Agency

2018 - 2022 (4 years)

Los Rios Community College District

2017 - 2020 (3 years)

Private Nanny

2017 - 2019 (2 years)

Philz Coffee

2017 - 2018 (1 year)

Skydance Skydiving

2016 - 2017 (1 year)

Common Grounds Coffee

2016 - 2017 (1 year)

Zuma Poke

2015 - 2016 (1 year)

University Of California, Davis

2014 - 2015 (1 year)

Collège Du Sud

2011 - 2014 (3 years)

Elise P. Buckingham Charter Magnet High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marisa Anh Browne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Carbon Collective Investing, LLC

James Regulinski
Oakland, CA
Tavis Boise
Santa Barbra, CA
Breene Murphy
Laguna Beach, CA
Zachary Stein
Oakland, CA
Marisa Anh Browne
Laguna Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started