Lamont A. Brown
Investment Adviser Representative at Odyssey Capital Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lamont A. Brown is an investment adviser representative with Odyssey Capital Advisors Inc. in Bala Cynwyd, PA, where they have been registered since 2018. They have worked in the securities industry since 2001 and have been registered with 6 firms, including Kestra Advisory Services, LLC and NFP Advisor Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Investment Services, Inc.Aug 2013 – Dec 2018Austin, TX
- Odyssey Capital Advisors Inc.Dec 2018 – no end date reportedBala Cynwyd, PA
- Odyssey Capital Advisors Inc.Oct 2018 – no end date reportedBala Cynwyd, PA
- Lankenau Holdings, LLCMay 2018 – no end date reportedBala Cynwyd, PA
- Germantown Entertainment, LLCNov 2016 – Dec 2019Bala Cynwyd, PA
- Uptown Ideas LLCJun 2015 – Apr 2018Bala Cynwyd, PA
- Saxony SecuritiesJan 2019 – May 2019St. Louis, MO
- Kestra Advisory Services, LLCApr 2016 – Dec 2018Austin, TX
- First Genesis Financial GroupJul 2007 – Apr 2018Austin, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Odyssey Capital Advisors Inc.
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 account minimum
- $500,000 (waivable)
- First $100,0001.25%
- Next $500,0001.15%
- Next $5,000,0001.00%
- Next $5,000,000+0.70%
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
Fee-based investment management and financial planning advice
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bala Cynwyd, PA
- SEC file number:
- 801-130634
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 21, 2026
View full firm profileOther advisors at Odyssey Capital Advisors Inc.
3 other advisors in the directory
Similar advisors in Bala Cynwyd, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lamont A. 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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