Hunter Brownlie
Advisor at Vanderbilt Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vanderbilt Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Newmarket, NH 03857
Credentials
Series 63, Series 65
Industry experience
32 years
Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.
Based on Vanderbilt Advisory Services
Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client
$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%
Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative
Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00
55 Main Street, Suite 415
Newmarket, NH 03857
New Hampshire
Vanderbilt Advisory Services
2017 - Present (9 years)
Vanderbilt Securities, LLC
2017 - Present (9 years)
HDB Investment Group, LLC
2007 - Present (19 years)
Financial West Group
1999 - 2017 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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