Melanie
Brown
Pensionmark Financial Group, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
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.*
Acrisure Investment Advisory Solutions, LLC
Pensionmark Financial Group, LLC
Lpl Financial, LLC
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
Santa Barbara, CA
Los Angeles, CA
San Antonio, TX
Brentwood, TN
Saint Petersburg, FL
South Burlington, VT
Madison, WI
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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