Mary Elizabeth Brown
Investment Adviser Representative at Montz Harcus Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mary Elizabeth Brown is an investment adviser representative with Montz Harcus Wealth Management in Daphne, AL, where they have been registered since 2019. They have worked in the securities industry since 2015 and were previously registered with Ameritas Investment Corp. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Alabama, Louisiana, and Texas.
Registrations & licenses
- Investment adviser:
- Alabama, Louisiana, 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.
- Physicians Resource GroupDec 2003 – no end date reportedNew Orleans, LA
- Montz Harcus Wealth ManagementNov 2019 – no end date reportedNew Orleans, LA
- Ameritas Investment CorpSep 2014 – Jun 2019Lincoln, NE
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Montz Harcus Wealth 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
- Firm account minimum
- $250,000 (waivable)
- $0 - $1,000,0001.00%
- $1,000,001 - $3,000,0000.60%
- $3,000,001 - $5,000,0000.50%
- $5,000,001 - $10,000,0000.40%
+1 more tiers on the firm profile
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
Comprehensive financial planning, investment management, retirement planning, insurance planning, tax planning, and estate planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New Orleans, LA
- SEC file number:
- 801-115292
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 4, 2026
View full firm profileOther advisors at Montz Harcus Wealth Management
5 other advisors in the directory
Similar advisors in Daphne, AL
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. Mary Elizabeth 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched