Skip to content

Katie Anne Brown

Investment adviser representative at Armstrong Dixon
13 yearsExperience
1 stateRegistered in
$447.5MFirm assets
11 yearsFirm in business

Are you Katie Anne Brown? Claim your profile

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

13 years in the industry.

  1. Armstrong DixonJul 2015 to now
  2. Ade, LLC (dba: Armstrong Dixon)Jul 2015 to now
  3. LPL Financial LLCAug 2013 to now

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

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

Armstrong Dixon

Legal name: Ade, LLC

$447.5MAssets managed
294Clients
6Advisers
11 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
6158775
Firm CRD
168345
Advisor's SEC record (opens in a new tab)
CallContact this firm