Anthony Lee Brown
Investment adviser representative at Financial & Tax Architects, LLC
11 yearsExperience
1 stateRegistered in
$506.2MFirm assets
7 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
- Seminars and workshops
Experience
11 years in the industry.
- Financial & Tax Architects, LLCDec 2025 to now
- Proservice of HawaiiSep 2025 to Dec 2025
- SelfJun 2025 to Sep 2025
- Ima Advisory ServicesNov 2024 to Jun 2025
- T Bank N.A.Aug 2024 to Nov 2024
- SelfDec 2023 to Aug 2024
- Trinity Pension ConMar 2023 to Dec 2023
- SelfNov 2022 to Jan 2023
- Merlux PoolJun 2022 to Oct 2022
- Newport GroupDec 2019 to Jun 2022
- MillimanDec 2018 to Dec 2019
- Qualified Plan SolutionsJul 2017 to Dec 2018
- Transamerica Investors Securities CorporationMay 2014 to Jun 2017
- Transamerica Retirement SolutionsApr 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 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
- 6330331
- Firm CRD
- 119169