Margaret Browning
MBB Advisory · New York, New York
Margaret Browning is a fee-only financial advisor at MBB Advisory in New York, New York. MBB Advisory reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | MBB Advisory |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $11.8M across 19 accounts |
| SEC registration | Investment adviser representative in NY, OR, TX · CRD 6580554 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Margaret's firm compares
- MBB Advisory's average account is about $619,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Margaret
Is Margaret Browning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and MBB Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret's firm, MBB Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Margaret Browning based?
Margaret Browning is based in New York, New York.
Is Margaret Browning registered with the SEC?
Yes. Margaret Browning is registered as an investment adviser representative in NY, OR and TX (CRD 6580554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBB Advisory manage?
MBB Advisory reports $11.8M across 19 accounts in assets under management.
How do I contact Margaret Browning?
Contact details aren't on file yet. Search for MBB Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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