Oliver
Brown
Macquarie Investment Management Business Trust
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About this Advisor
Oliver Brown is a financial advisor working out of Philadelphia, Pennsylvania. Brown is on the advisory team at Macquarie Investment Management Business Trust. Their career trajectory has included roles at Delaware Distributors, L.P, Macquarie Investment Management Business Trust, Full Time Education - Valley Forge Elementary /Conestoga Hs, Martin'S Dam Club, Full Time Education- Conestoga High School, Full Time Education, Waynesborough Country Club and Full Time Education - Boston College. Brown maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Macquarie Investment Management Business Trust is a registered investment firm based out of Philadelphia, PA. The investment advisory business has offices in four locations and a total of 628 financial advisors. It manages $236 billion in total assets among its 454 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 454 customer accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business has a diverse assortment of services, including 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 and other services. Financial management fees vary depending on which services are offered. Fees charged by Macquarie Investment Management Business Trust can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$236,026,994,245
628
454
$519,883,247
Investment Advisory 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
- Other
Oliver Brown Work History
Oliver has been registered as a financial advisor for 0 years.*
Delaware Distributors, L.P
Macquarie Investment Management Business Trust
Waynesborough Country Club
Full Time Education - Boston College
Martin'S Dam Club
Full Time Education
Martin'S Dam Club
Full Time Education- Conestoga High School
Full Time Education - Valley Forge Elementary /Conestoga Hs
*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 Oliver 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 Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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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