Kathryn Brown has been Managing Member, Partner, Financial Advisor and Chief Compliance Officer of Morton Brown Family Wealth since January 2018, is a control person of the firm and directly owns between 50% and 75% of it. Kathryn Brown holds a Bachelor of Science in Economics and Finance from York College of Pennsylvania.
Morton Brown Family Wealth LLC is an Allentown, PA firm with $483M under management, 272 clients and 5 advisers in one office, as of its May 2026 filing.
Kathryn M. Brown is Founder & Senior Wealth Advisor of Morton Brown Family Wealth, based in Allentown, PA. After starting her career as a financial advisor, she was offered a management role at a financial firm, and she co-founded Morton Brown Family Wealth in 2018. As a Chartered Advisor in Philanthropy, she integrates charitable planning into estate strategies.
Kathryn Brown’s longest registration is the current one, 8 years at Morton Brown Family Wealth since 2018. Before joining Morton Brown Family Wealth in 2018, Kathryn Brown was registered through Corbenic Partners, LLC.
- – present · 8 yearsAllentown, PA · Adviser representative · Firm CRD 292278
- Corbenic Partners, LLC– · 6 yearsBethlehem, PA · Adviser representative · Firm CRD 158681
Professional designations
Listed by Morton Brown Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Kathryn Brown is registered as an investment adviser representative in Pennsylvania, since April 2018.
- PennsylvaniaSince 24 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 May 2006 |
| Series 66 | Uniform Combined State Law Examination | 11 October 2002 |
| Series 7 | General Securities Representative Examination | 16 July 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kathryn Marie Brown
- CRD
- 4557865
- Firm
- Morton Brown Family Wealth · CRD 292278
- Role
- Managing Member, Partner, Financial Advisor and Chief Compliance Officer
- Office
- 600 W. HAMILTON STREET, SUITE 510, Allentown, PA 18101
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mortonbrownfw.com
Where does Kathryn Brown work?
Kathryn Brown has been Managing Member, Partner, Financial Advisor and Chief Compliance Officer of Morton Brown Family Wealth LLC since January 2018, and is a control person of the firm.
Is Kathryn Brown a financial advisor?
Yes. Kathryn Brown has a current investment-adviser registration in Pennsylvania, through Morton Brown Family Wealth since April 2018.
How many years of experience does Kathryn Brown have?
Kathryn Brown has 24 years in the financial industry, since July 2002, across 2 adviser firms.
What exams has Kathryn Brown passed?
Kathryn Brown has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in July 2002. FINRA credited Kathryn Brown with the SIE, which began in October 2018.
Where is Kathryn Brown based?
Kathryn Brown’s registered office is in Allentown, PA.
Is Kathryn Brown registered with FINRA?
No. Kathryn Brown has no current broker registration.
Is Kathryn Brown a CFP?
Morton Brown Family Wealth lists Kathryn Brown with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kathryn Brown’s record?
Search CRD 4557865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathryn Brown’s full registration record.