Melanie
Brown

Pensionmark Financial Group, LLC

CRD#4708529
Investment Advisor
in South Burlington, VT

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About this Advisor

Melanie Brown is a financial advisor working in South Burlington, Vermont who has 5 years of relevant experience. Brown is an employee of Pensionmark Financial Group, LLC. Throughout their career, Brown has worked at Morgan Stanley, Lpl Financial, LLC, Pensionmark Financial Group, LLC and Acrisure Investment Advisory Solutions, LLC. Brown has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Vermont. Pensionmark Financial Group, LLC is a financial advisory firm operating out of Santa Barbara, CA. It has offices in 59 locations and a total of 244 financial advisors. It oversees $27 billion in total assets between its 7,380 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 142 charitable organizations. Of its 7,380 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Pensionmark Financial Group, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

346 Shelburne Road
South Burlington, VT 05403

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

VT Average: $7,578,581,321
Total Number of Employees

244

VT Average: 43
Total Number of Accounts

7,380

VT Average: 3,727
Average Account Size

$3,607,399

VT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Melanie Brown Work History

Melanie has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Acrisure Investment Advisory Solutions, LLC

2018 - Present (6 years)

Pensionmark Financial Group, LLC

2014 - 2018 (4 years)

Lpl Financial, LLC

2013 - 2014 (1 year)

Morgan Stanley

*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 Melanie 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 Pensionmark Financial Group, LLC

Melanie Brown
South Burlington, VT
Rogelio Rocha
Los Angeles, CA
Joshua Johnson
San Antonio, TX
Barry Toole
Santa Barbara, CA
Katherine Mach
Fort Mill, SC
Jason Cohn
Brentwood, TN
Erik Gotrik
Madison, WI
Jason Aceituno
San Mateo, 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.

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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.

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