Christopher S Brown
Investment adviser representative at Kingswood Wealth Advisors, LLC
10 yearsExperience
14 statesRegistered in
$3.8BFirm assets
9 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
- Pension consulting
Experience
10 years in the industry.
- Kingswood Wealth Advisors, LLCApr 2024 to now
- Kingswood Capital PartnersApr 2024 to now
- Ameriprise Financial Services, Inc.Oct 2016 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 14 states (AL, AR, CA, GA, KY, LA, MN, MT, OH, OK, SC, TN, TX, VA).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 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
- 5859612
- Firm CRD
- 288792