David-Louis
Browne
Captrust
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About this Advisor
David-Louis Browne is a financial advisor based in Tampa, Florida, working with Captrust. David-Louis has previously held positions at The Vanguard Group, Inc, Neiman Sports Group, University Of Pittsburgh, First Financial Group/Devon Financial Partners, LLC, Esf Summer Camps, Messiah College, Uber, Tycor Benefit Administrators, Inc, Kestra Financial, Inc, Fisher Investments, and Captrust. David-Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Texas. Currently, David-Louis is part of Captrust, which operates out of Tampa, Florida. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
David-Louis Browne Work History
Captrust
Fisher Investments
Tycor Benefit Administrators, Inc
Kestra Financial, Inc
The Vanguard Group, Inc
Neiman Sports Group
First Financial Group/ Devon Financial Partners, LLC
Uber
University Of Pittsburgh
Esf Summer Camps
Messiah College
Messiah College
Esf Summer Camps
Messiah College
Messiah College
Esf Summer Camps
Disclosures
Please visit the SEC profile of David-Louis Browne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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