TrueAdvisor
TrueAdvisor
GC
CFA
GC
CFA

Geoffrey R. B. Carey

Brown Advisory
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Brown Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
4,063 clients
Average Client Portfolio
$30.0M average
Assets Under Management
$121.9B

Fee Structure

Minimum Investment:$5M

Location

901 South Bond Street, Suite 400, Baltimore, MD, 21231-3340

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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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Employment History
Current Registrations
Brown Advisory
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
Brown Advisory
January 2002 - April 2012 · 10 yrs 3 mos
State Registrations3 states
DEMANC
Advisor
Exams
No exam information available for this advisor.