Charmaine Brown
Also appears in the source record as: Charmaine Montressa Brown
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (9)
- SIESeries 31Series 7Series 6Series 9Series 10Series 26Series 66Series 63
- Registered states (3)
- Missouri · North Carolina · Virginia
- Years in the industry (source record)
- 20
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 11025
- SEC number
- 801-57434
- Assets under management
- $252.3B as of Jun 3, 2026
- Website
- stories.wf.com ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (21)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Cuso Financial Services, L.P.Washington, DC · BC capacitySep 3, 2013 → Mar 13, 2015
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Cuso Financial Services, L.P.Washington, DC · IA capacityAug 28, 2013 → Mar 13, 2015
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Infinex Investments, Inc.Meriden, CT · BC capacityFeb 23, 2010 → Sep 1, 2011
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Infinex Investments, Inc.Meriden, CT · IA capacityFeb 17, 2010 → Sep 1, 2011
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Suntrust Investment Services, Inc.Rockville, MD · IA capacityApr 7, 2006 → Mar 6, 2008
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Suntrust Investment Services, Inc.Rockville, MD · BC capacityApr 7, 2006 → Mar 6, 2008
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Centaurus Financial, Inc.Glen Allen, VA · IA capacitySep 14, 2005 → Dec 31, 2005
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Centaurus Financial, Inc.Anaheim, CA · BC capacityAug 26, 2005 → Dec 31, 2005
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Morgan StanleyChevy Chase, MD · IA capacityAug 22, 2002 → Aug 28, 2003
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Morgan Stanley Dw Inc.Purchase, NY · BC capacityAug 22, 2002 → Aug 28, 2003
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Crestar Securities CorporationRichmond, VA · BC capacityOct 19, 1999 → May 26, 2000
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First Union Brokerage Services, Inc.Charlotte, NC · BC capacitySep 23, 1998 → Oct 13, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.