KB
CFP
KB
CFP

Kevin Grant Brown

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
502 clients
Average Client Portfolio
$689K average
Assets Under Management
$346.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Clayton, NC

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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

Kevin works as a caregiver for Comfort Keepers, dedicating about a quarter of his time to watching and caring for individuals with disabilities. He also works as an Uber driver, spending about 10-20% of his time driving people to their desired locations.

Employment History
Current Registrations
Fortress Private Ledger, LLCBroker
July 2024 - Present · 1 yr 7 mos
Fortress Private Ledger, LLC
July 2024 - Present · 1 yr 7 mos
Fortress Private Ledger, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Simplicity Wealth
September 2023 - July 2024 · 10 mos
Fidelity Personal and Workplace Advisors
February 2023 - July 2023 · 5 mos
Fidelity Brokerage Services LLCBroker
September 2021 - July 2023 · 1 yr 10 mos
State Registrations2 states
NCUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin Grant Brown - Financial Advisor | TrueAdvisor