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Brian Frederick Brown

Investment Adviser Representative at Investment Partners Asset Management

Metuchen, NJCRD #4446935Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Frederick Brown is an investment adviser representative with Investment Partners Asset Management in Metuchen, NJ, where they have been registered since 2021. They have worked in the securities industry since 2002 and have been registered with 4 firms, including T.r. Winston & Company, LLC and Investment Partners, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.

Office

10 Station Place
Metuchen, NJ 08840

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/8/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 4/26/2012
Series 7
General Securities Representative Examination
Passed 3/5/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/5/2024
Series 99
Operations Professional Examination
Passed 3/5/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/13/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/6/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Investment Partners Asset ManagementCurrent
7/15/2021 – Metuchen, NJ
T.r. Winston & Company, LLC
3/18/2004 – 6/1/2021Metuchen, NJ
Investment Partners, Inc.
5/15/2002 – 4/6/2004Plainfield, NJ
First Investors Corporation
10/8/2001 – 11/13/2001Edison, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Community Informatics
    Dec 2012 – Dec 2022Metuchen, NJ
  2. Investment Partners Asset Management
    Jan 2021 – no end date reportedMetuchen, NJ
  3. Investment Partners Capital & Management
    May 2002 – no end date reportedMetuchen, NJ
  4. T.r. Winston & Company, LLC
    Mar 2004 – Jun 2021Bedminster, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Investment Partners Asset Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • Large/Small Cap Equity, Cash, International Equity - First $500,0001.75%
  • Large/Small Cap Equity, Cash, International Equity - Next $500,0001.50%
  • Large/Small Cap Equity, Cash, International Equity - Over $1,000,0001.25%
  • Domestic or International Fixed Income - Any Amount1.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio management and other investment services, including diversified allocations utilizing multiple styles and asset classes, collaborative wealth management plans, and customized portfolio construction using modern financial tools.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Portfolio ManagementWealth ManagementValue InvestingGrowth At A Reasonable PriceAsset AllocationIndependent Investment AdviceMulti-asset Class Investing

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Metuchen, NJ
SEC file number:
801-61906

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 18, 2026

View full firm profile

Other advisors at Investment Partners Asset Management

7 other advisors in the directory

View Investment Partners Asset Management firm profile

Similar advisors in Metuchen, NJ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Frederick Brown has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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