Donald
Brown
Capitol Securities Management, Inc
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About this Advisor
Donald Brown is a financial advisor based in Rochester, New York with a total of 8 years of industry experience. Brown works at Capitol Securities Management, Inc. Their career trajectory has included roles at Capitol Securities Management, Rochester Wealth Management, Insurance Brokerage Agencies and Global Life Of Ny. Brown maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and New York. Capitol Securities Management, Inc is an advisory business that has its headquarters in Glen Allen, VA. The firm has offices in 40 locations and a total of 175 employees. It administers $1 billion in assets under management between its 3,202 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 3,202 client accounts, 32% are associated with high-net-worth clients who have greater than $1 million in assets. Capitol Securities Management, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the services. However, fees charged by Capitol Securities Management, Inc likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,285,947,379
175
3,202
$401,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Donald Brown Work History
Donald has been registered as a financial advisor for 8 years.*
Global Life Of Ny
Capitol Securities Management
Rochester Wealth Management
Insurance Brokerage Agencies
*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 Donald 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 Capitol Securities Management, Inc
Toms River, NJ
Glen Allen, VA
Wellesley, MA
Leesburg, VA
Wellesley, MA
Glen Allen, VA
Tampa, FL
Glen Allen, VA
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.
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