Rosemary Yue has been an investment adviser representative at Brown | Miller Wealth Management since March 2020, and is not listed among the firm’s executive officers or direct owners.
Brown | Miller Wealth Management, LLC is a McLean, VA firm with $991M under management, 508 clients and 11 advisers in one office, as of its September 2026 filing.
Rosemary Yue’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2011–2020). Before joining Brown | Miller Wealth Management in 2020, Rosemary Yue was registered through Wells Fargo Clearing Services, LLC and LPL Financial Corporation.
- – present · 6 yearsMcLean, VA · Adviser representative · Firm CRD 305742
- Wells Fargo Clearing Services, LLC– · 8 yearsWashington, DC · Adviser representative · Firm CRD 19616
- LPL Financial Corporation– · under a yearChestnut Hill, MA · Adviser representative · Firm CRD 6413
- Wells Fargo Investments, LLC– · 2 yearsLa Crescenta, CA · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Rosemary Yue is registered as an investment adviser representative in 2 states. The first approvals date from March 2020; the most recent is Texas, in January 2021.
- TexasSince 4 January 2021
- VirginiaSince 4 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 February 2005 |
| Series 7 | General Securities Representative Examination | 10 February 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rosemary Behizadeh Yue
- CRD
- 4893509
- Firm
- Brown | Miller Wealth Management · CRD 305742
- Office
- 8280 GREENSBORO DRIVE, SUITE 220, McLean, VA 22102
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Rosemary Yue work?
Rosemary Yue is an investment adviser representative registered through Brown | Miller Wealth Management, LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Rosemary Yue a financial advisor?
Yes. Rosemary Yue has a current investment-adviser registration in Texas and Virginia, through Brown | Miller Wealth Management since March 2020.
How many years of experience does Rosemary Yue have?
Rosemary Yue has 19 years in the financial industry, since July 2007, across 4 adviser firms.
What exams has Rosemary Yue passed?
Rosemary Yue has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2005. FINRA credited Rosemary Yue with the SIE, which began in October 2018.
Where did Rosemary Yue work before Brown | Miller Wealth Management?
Before Brown | Miller Wealth Management, Rosemary Yue was registered through LPL Financial Corporation, February 2009 to October 2009; Wells Fargo Investments, LLC, February 2005 to September 2007.
Where is Rosemary Yue based?
Rosemary Yue’s registered office is in McLean, VA.
Is Rosemary Yue registered with FINRA?
No. Rosemary Yue has no current broker registration.
How can I verify Rosemary Yue’s record?
Search CRD 4893509 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rosemary Yue’s full registration record.
