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Brian Frederick Brown

Investment adviser representative at Investment Partners Asset Management
24 yearsExperience
1 stateRegistered in
$333.4MFirm assets
23 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Investment Partners Asset ManagementJan 2021 to now
  2. Investment Partners Capital & ManagementMay 2002 to now
  3. Community InformaticsDec 2012 to Dec 2022
  4. T.R. Winston & Company, LLCMar 2004 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Investment Partners Asset Management

$333.4MAssets managed
257Clients
8Advisers
23 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
4446935
Firm CRD
121812
Advisor's SEC record (opens in a new tab)
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