Morgan Brown has been Co-Founder of Wealth Management Partners since October 2020, is a control person of the firm and directly owns between 50% and 75% of it. Morgan Brown holds a Degree in psychology from Texas A&M University.
Wealth Management Partners, LLC is a Tucson, AZ firm with $794M under management, 799 clients and 6 advisers in one office, as of its September 2026 filing.
Morgan Brown is Managing Partner and Financial Advisor of Wealth Management Partners. A Founding Partner, he co-founded the firm in 2005 and focuses on portfolio construction, relationship management and community outreach.
Morgan Brown’s longest registration was 11 years at Raymond James Financial Services Advisors, Inc (2009–2020). Before joining Wealth Management Partners in 2020, Morgan Brown was registered through Raymond James Financial Services Advisors, Inc and Wells Fargo Advisors Financial Network, LLC.
- – present · 5 yearsTucson, AZ · Adviser representative · Firm CRD 309790
- Raymond James Financial Services Advisors, Inc– · 11 yearsTucson, AZ · Adviser representative · Firm CRD 149018
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsOro Valley, AZ · Adviser representative · Firm CRD 11025
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearTucson, AZ · Adviser representative · Firm CRD 7691
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsTucson, AZ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Morgan Brown is registered as an investment adviser representative in Arizona, since November 2020.
- ArizonaSince 3 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 19 December 2005 |
| Series 66 | Uniform Combined State Law Examination | 29 March 2001 |
| Series 7 | General Securities Representative Examination | 28 February 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Morgan Troy Brown
- CRD
- 4320640
- Firm
- Wealth Management Partners · CRD 309790
- Role
- Co-Founder
- Office
- 1980 E RIVER ROAD, SUITE 120, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wmpaz.com
Where does Morgan Brown work?
Morgan Brown has been Co-Founder of Wealth Management Partners, LLC since October 2020, and is a control person of the firm.
Is Morgan Brown a financial advisor?
Yes. Morgan Brown has a current investment-adviser registration in Arizona, through Wealth Management Partners since November 2020.
How many years of experience does Morgan Brown have?
Morgan Brown has 25 years in the financial industry, since March 2001, across 4 adviser firms.
What exams has Morgan Brown passed?
Morgan Brown has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in February 2001. FINRA credited Morgan Brown with the SIE, which began in October 2018.
Where did Morgan Brown work before Wealth Management Partners?
Before Wealth Management Partners, Morgan Brown was registered through Raymond James Financial Services Advisors, Inc, August 2009 to October 2020; Wells Fargo Advisors Financial Network, LLC, September 2005 to August 2009; Merrill Lynch Pierce Fenner & Smith Inc., August 2004 to August 2005; Merrill Lynch Pierce Fenner & Smith Inc., April 2001 to December 2003.
Where is Morgan Brown based?
Morgan Brown’s registered office is in Tucson, AZ.
Is Morgan Brown registered with FINRA?
No. Morgan Brown has no current broker registration.
How can I verify Morgan Brown’s record?
Search CRD 4320640 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Brown’s full registration record.
