Lynnae
Brown
Pathstone
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About this Advisor
Lynnae Brown is a financial advisor based in Englewood, New Jersey, working with Pathstone. Lynnae has previously held positions at Cornerstone Advisors, Professional Tax And Financial Services, Pathstone, Cascadia Community College, The Master's University, and Terra Staffing Group. Lynnae has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Lynnae is part of Pathstone, which operates out of Englewood, New Jersey. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lynnae Brown Work History
Pathstone
Professional Tax And Financial Services
Cornerstone Advisors
Terra Staffing Group
The Master'S University
Cascadia Community College
Disclosures
Please visit the SEC profile of Lynnae Brown 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 Pathstone
Englewood, NJ
Boulder, CO
Englewood, NJ
Boston, MA
Potomac, MD
Seattle, WA
Boulder, CO
Englewood, NJ
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