Brown Brothers Harriman Investments, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
282732
Registered since
May 2, 2016

Firm profile

FINTRX

Overview

Brown Brothers Harriman Investments, LLC is organized as a limited liability company that registered with the SEC in 2016. FINTRX classifies the firm as "Unclassified" and identifies the owner type as a domestic entity and individual. According to the snapshot data, the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gavin Clemons

    Gavin Clemons

    Partner & Chief Investment StrategistCRD 2152999

  • Joshua Hutson

    Chief Compliance OfficerCRD 2912952

Contacts

3 of 48
  • Matthew Levering

    Matthew Levering

    Managing DirectorCRD 5244060

  • Brad Neufeld

    Brad Neufeld

    Assistant Vice PresidentCRD 6985688

  • Valentino Carlotti

    Valentino Carlotti

    Partner, Head Corporate Practice GroupCRD 1968608

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
140 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth