Michael Brown is a CFP-designated registered investment advisor, based in Clifton Park, NY, with 33 years of industry experience.
Location
646 Plank Road, Suite 200, Clifton Park, NY, 12065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael holds the AIFA designation, is a committee member for a charity golf event, and is a sales agent for Zenith MTG Insurance. He also has 50% ownership in Madison Wealth Managers LLC, selling fixed life insurance, and sells fixed insurance for FIS Marketing, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
UBS Financial Services INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Montauk Securities CORP.Broker
State Registrations15 states
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