Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
43yrs
Mitchell Brown has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Hunt Valley, Maryland. Mitchell has been with UBS Financial Services since 2017; before that, Mitchell spent a year at Chevy Chase Asset Management and a year at Citigroup Global Markets. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 2% by experience in Hunt Valley
Office307 International Circle Suite 440, Hunt Valley, MD 21030
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowUBS Financial Services Inc.Current firm
- Aug 2005 – Nov 2006Chevy Chase Asset Management LLCPreviously
- Dec 2002 – Oct 2003Citigroup Global Markets Inc.Previously
Contact Mitchell
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Mitchell. 307 International Circle Suite 440Hunt Valley, MD 21030Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call UBS Financial Services at (201) 352-3000 and ask for Mitchell Brown. Mitchell works from the Hunt Valley, MD office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1983, about 43 years. Top 2% by experience in Hunt Valley.
What licenses does Mitchell hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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