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Gregory Mark Brawn

Advisor at Success Wealth Management LLC — Cambridge Springs, PA

Updated today

Credentials

Series 66

Experience

16 years

Location

Cambridge Springs, PA

Success Wealth Management LLC logo

Success Wealth Management LLC

Team

Total advisors

15

Across 12 offices

Clients per advisor

54 Typical

Avg AUM per client

$133,931 Very Low

HNW client ratio

1% Very Low

About

Gregory Brawn is a financial advisor with Success Wealth Management LLC in Cambridge Springs, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Success Wealth Management and Success Financial Solutions since 2019, and previously spent 10 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. Success Wealth Management LLC serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory to customize asset allocation based on client goals and risk tolerances and utilizes technology tools for marketing and client meetings.

Client services

Based on Success Wealth Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Success Wealth Management LLC

Retirement income strategy Life insurance needs analysis General estate planning guidance

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Fee options

Fixed

Fixed fees for financial planning up to $5,000 negotiable based on complexity and client needs.

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Commissions

Insurance commissions earned by advisory representatives (not advisory fees). More than 90% of Mr. Goldman's compensation is from external commissions.

Location

See office

Cambridge Springs, PA

Cambridge Springs PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

16 years of industry experience

Success Wealth Management LLC

2019 - Present • 7 years

Wexford, PA

Success Financial Solutions, LLC

2019 - Present • 7 years

Wexford, PA

Various Insurance Carriers For W & R Insurance Agencies

2009 - 2019 • 10 years

Edinboro, PA

Waddell & Reed, Inc.

2009 - 2019 • 10 years

Erie, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt S

CFP®, RICP®

Meadville, PA

Brookhouse Advisors

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Charitable giving & philanthropy ESG / Sustainable investing Christian Faith Based
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Zachary H

Series 66

Ednboro, PA

Secure Asset Management, L.L.C.

Zachary Honess is a financial advisor at Secure Asset Management, L.L.C. with six years of industry experience. He holds the Series 66 designation and has worked at Hancock Capital Management, Cadaret Grant, and Paceline Financial. Outside of his advisory role, he operates Paceline Financial, LLC, providing insurance services in Pennsylvania and Tennessee. Secure Asset Management primarily serves individual clients with personalized financial planning and discretionary investment management, alongside pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on client-specific investment strategies without maintaining traditional corporate client relationships.

Income planning Options & derivatives strategies
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Alicia W

Series 66

Townville, PA

PNC Wealth Management

Alicia Wilson is a financial advisor at PNC Wealth Management with three years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott from 2015 to 2025 before joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Gregory C

Series 66

Meadville, PA

Janney Montgomery Scott

Gregory Curtis is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Richard L

Series 63, Series 66

Meadville, PA

Janney Montgomery Scott

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Meghan S

Series 63, Series 65

Meadville, PA

PNC Wealth Management

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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