Daniel Scott Mcleod
Investment adviser representative at Brown Financial Advisory
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$468.2MFirm assets
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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
16 years in the industry.
- Brown Financial AdvisoryJan 2011 to now
- Brown Mcleod, IncNov 2010 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Brown Financial Advisory
Legal name: Brown Mcleod, Inc
$468.2MAssets managed
288Clients
6Advisers
12 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
- 2752145
- Firm CRD
- 155548