Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Nathan Andrew Steele
CRD#: 7620095
IA
Investment Adviser
BROWNLEE WEALTH MANAGEMENTCRD#: 304855 8111 ASHLANE WAY
SUITE 206
THE WOODLANDS, TX 77382
Registration History
Oct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IABROWNLEE WEALTH MANAGEMENT (CRD# 304855)2022 - Present (2 years)
License(s)

State Registrations

IA
Texas 9/28/2022
Current Registration(s)
IA
BROWNLEE WEALTH MANAGEMENT (CRD#:304855)
8111 ASHLANE WAY SUITE 206, THE WOODLANDS, TX 77382
Houston, TX
Registered with this firm since 9/28/2022
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.