Adviser and broker representative · Capitol Securities Management, Inc.
Donald B. Brown Jr.
CRD 4939640 · Rochester, NY
At a glance
Donald B. Brown Jr. is an investment adviser representative with Capitol Securities Management, Inc. in Rochester, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donald’s SEC record dates to 2021, about 4 years ago. Donald is also registered as a broker representative.
Current advisory firm
- Capitol Securities Management, Inc.Since October 2021Rochester, NY · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Donald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Capitol Securities Management, Inc.
- Jeffrey L. BriggsRochester
- Georgios ManouRochester
- Roy AlexanderSpringfield · Personal Financial Specialist
- Jerry G. AlleyGlen Allen
- Edwin C. Bartlett Jr.Wilmington
- Mark E. BechtleCharlottesville
- Paul A. BedingerTampa
- William L. BendtCharleston
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