Gregory Mark Brawn
Investment adviser representative at Success Wealth Management LLC
17 yearsExperience
1 stateRegistered in
$110.5MFirm assets
2 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
17 years in the industry.
- Success Wealth Management LLCMar 2019 to now
- Success Financial Solutions, LLCMar 2019 to now
- Various Insurance Carriers for W & R Insurance AgenciesSep 2009 to Mar 2019
- Waddell & Reed, Inc.Jul 2009 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
Success Wealth Management LLC
$110.5MAssets managed
821Clients
15Advisers
2 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
- 5693195
- Firm CRD
- 299094