Romy Michele Brown
Chief Compliance Officer & Chief Operations Officer/Managing PartnerBeta Wealth Group, IncCRD 2534514
About Romy Michele Brown
Romy Michele Brown is listed as Chief Compliance Officer & Chief Operations Officer/Managing Partner at Beta Wealth Group, Inc in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Beta Wealth Group, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Romy Michele Brown work?
Romy Michele Brown is listed as Chief Compliance Officer & Chief Operations Officer/Managing Partner at Beta Wealth Group, Inc on SEC Form ADV.
How much of Beta Wealth Group, Inc does Romy Michele Brown own?
Form ADV reports a beneficial ownership band of Under 5%.
Beta Wealth Group, Inc
| Title | Chief Compliance Officer & Chief Operations Officer/Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |