Adam Brown has been an investment adviser representative at Castle Coast Wealth since April 2019, and is not listed among the firm’s executive officers or direct owners.
Castle Coast Wealth, LLC is a La Jolla, CA firm with $424M under management, 306 clients and 4 advisers across 3 offices, as of its August 2026 filing.
Adam Brown is Wealth Manager of Castle Coast Wealth. He began his career assisting clients with their financial well-being in 2006 and has specialized in preparing clients to enjoy a sustainable income during retirement. He designs and implements each plan, advising clients on a broad range of wealth and investment management solutions.
Adam Brown’s longest registration was 14 years at Litton Financial (2006–2021). Before joining Castle Coast Wealth in 2019, Adam Brown was registered through Litton Financial and LPL Financial LLC.
- Castle Coast Wealth, LLCCurrent– present · 7 yearsHampstead, NC · Adviser representative · Firm CRD 298439
- Litton Financial– · 14 yearsLa Jolla, CA · Adviser representative · Firm CRD 113063
- LPL Financial LLC– · 12 yearsLa Jolla, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Adam Brown is registered as an investment adviser representative in 3 states. The first approvals date from April 2019; the most recent is North Carolina, in March 2022.
- CaliforniaSince 30 April 2019
- North CarolinaSince 24 March 2022
- TexasSince 18 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 October 2006 |
| Series 7 | General Securities Representative Examination | 13 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Tyler Brown
- CRD
- 5138287
- Firm
- Castle Coast Wealth · CRD 298439
- Office
- 16747 US Highway 17, Suite 106, Hampstead, NC 28443
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlecoastwealthllc.com
Where does Adam Brown work?
Adam Brown is an investment adviser representative registered through Castle Coast Wealth, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Adam Brown a financial advisor?
Yes. Adam Brown has a current investment-adviser registration in California, North Carolina and Texas, through Castle Coast Wealth since April 2019.
How many years of experience does Adam Brown have?
Adam Brown has 20 years in the financial industry, since June 2006, across 3 adviser firms.
What exams has Adam Brown passed?
Adam Brown has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2006. FINRA credited Adam Brown with the SIE, which began in October 2018.
Where is Adam Brown based?
Adam Brown’s registered office is in Hampstead, NC.
Is Adam Brown registered with FINRA?
No. Adam Brown has no current broker registration.
How can I verify Adam Brown’s record?
Search CRD 5138287 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Brown’s full registration record.
- Kent KeisterChief Compliance Officer
Charles GillespieOwner, Managing Member, Principal- Tyler StearnsPartner and Wealth Manager