Romy Michele Brown
Investment adviser representative at Beta Wealth Group, Inc
26 yearsExperience
1 stateRegistered in
$460.3MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Beta Wealth Group, Inc.May 2018 to now
- Girard Securities, Inc.Apr 2005 to Oct 2017
- Pacific Wealth Management, LLCMar 2000 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beta Wealth Group, Inc
$460.3MAssets managed
378Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2534514
- Firm CRD
- 165224