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CEO & President · Brown Financial Advisory

Daniel S. McLeod

CRD 2752145 · Named on Form ADV at one SEC-registered adviser

At a glance

Brown Financial Advisory, an SEC-registered wealth manager based in Fairhope, AL with $468 million in regulatory assets, lists Daniel S. McLeod on its Form ADV as CEO & President, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joshua W. LancasterVice-President & Chief Compliance Officer & Chief Investment Officer, Brown Financial Advisory

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.