Todd David Brown
Investment adviser representative at Peb Capital Management LLC
15 yearsExperience
1 stateRegistered in
$171MFirm assets
5 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
Experience
15 years in the industry.
- Peb Capital Management LLCSep 2021 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2021 to now
- Wells Fargo Advisors Financial Network, LLCJan 2018 to Aug 2021
- LPL Financial LLCJul 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peb Capital Management LLC
$171MAssets managed
169Clients
3Advisers
5 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
- 2936287
- Firm CRD
- 315241