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Gregory Brown

4 Years of Experience
Methuen, MA

Gregory Brown is a registered investment advisor at Bbs Wealth Management, LLC, based in Methuen, MA, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

302 Broadway, Methuen, MA, 01844

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gregory is the Managing Partner of BBS Financial LLC, an accountancy firm, dedicating nearly all of his time to this role. He may refer clients to BBS Financial LLC, and BBS Financial LLC may refer clients to BBS Wealth Management LLC, with no referral fees.

Employment History
Current Registrations
Bbs Wealth Management, LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Brown - Financial Advisor | TrueAdvisor