Robert David Brown
Investment adviser representative at Core Alpha, Inc.
20 yearsExperience
1 stateRegistered in
$146.1MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Core Alpha, Inc.Nov 2019 to now
- Accu-vest PlanningSep 2017 to now
- Mutual Funds AssociatesSep 2017 to now
- Nationwide Financial NetworkNov 2006 to Sep 2017
- Nationwide Securities, Inc.Nov 2006 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Core Alpha, Inc.
$146.1MAssets managed
321Clients
3Advisers
6 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
- 2623462
- Firm CRD
- 119635