Timothy Brown
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Park Avenue SecuritiesApr 2022 to now
- Guardian Life Insurance CompanyMar 2022 to now
- Securities America AdvisorsDec 2023 to Jun 2024
- Securities America, Inc.Dec 2023 to Jun 2024
- Pfs Investments Inc.Jan 2022 to Feb 2022
- Primerica Financial ServicesOct 2020 to Feb 2022
- Rochester Institute of TechnologyJan 2019 to May 2021
- Penfield Sport & FitnessJul 2016 to Nov 2022
- Monroe Community CollegeJun 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7423480
- Firm CRD
- 23131