Charles G Brown iv
Investment adviser representative at Marathon Financial Group
12 yearsExperience
4 statesRegistered in
$307.8MFirm assets
1 yearFirm 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
12 years in the industry.
- Marathon Financial GroupSep 2025 to now
- Newedge AdvisorsAug 2021 to Sep 2025
- Newedge Securities LLCAug 2021 to Sep 2025
- MML Investors Services, LLCMar 2017 to Aug 2021
- Massmutual Life Insurance CoJul 2016 to Aug 2021
- Baystate FinancialOct 2014 to Aug 2021
- Metlife Securities, IncOct 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 4 states (MA, NY, RI, TX).
Marathon Financial Group
Legal name: Marathon Wealth Advisors, LLC
$307.8MAssets managed
118Clients
4Advisers
1 yearIn 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
- 5773928
- Firm CRD
- 338006