Michael
Brown

Portfolio Medics, LLC

CRD#7110361
Investment Advisor
in Leesburg, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Brown is a financial advisor based in Leesburg, Virginia who has 3 years of relevant experience. Brown works at Portfolio Medics, LLC. Throughout their career, Brown has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Red Fox Commercial Real Estate, Realatom, Bank Of America, N.A, Portfolio Medics, LLC and Granicus. Brown holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Virginia. Portfolio Medics, LLC is a business that has its headquarters in Bonita Springs, FL. The firm has offices in eight locations and a total of 75 employees. It manages $383 million in assets under management between its 2,167 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,167 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which service is offered. However, fee types billed by Portfolio Medics, LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Leesburg, VA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

VA Average: $1,855,561,029
Total Number of Employees

75

VA Average: 62
Total Number of Accounts

2,167

VA Average: 2,474
Average Account Size

$176,760

VA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Brown Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Portfolio Medics, LLC

2012 - Present (12 years)

Red Fox Commercial Real Estate

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2018 (< 1 year)

Realatom

2016 - 2018 (2 years)

Granicus

*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 Michael 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 Portfolio Medics, LLC

Min Kiang
Bonita Springs, FL
Robert Cagle
White Pine, TN
Cory Semel
Reno, NV
Henry Angelucci
Hamilton, NJ
Jeffrey Tamas
Port Charlotte, FL
Paul Tarins
Winter Park, FL
Jeffrey Leone
Springfield, MA
Joseph Pasquinelli
Sacramento, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started