Stephen Patrick Brown
Financial advisor at Integrity Alliance, Llc. · Palmetto, FL
Last updated 2026-10-10
Claim your profileStephen Patrick Brown is a financial advisor at Integrity Alliance, Llc. in Palmetto, FL, CRD 4430326. Licenses and exams on the registration: Series 66. First registered 2001-09-27.
Registration
- CRD number
- 4430326
- Registration status
- Active
- First registered
- 2001-09-27
- Years of experience
- 25
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2008-08 to 2020-06 · Nationwide Securities, Inc. · West Des Moines, IA
- 2008-08 to 2020-06 · Nationwide Financial · West Des Moines, IA
- 2020-06 to Present · Brokers International Financial Services · Coral Springs, FL
Current employment
- Integrity Alliance, Llc. · Urbandale, IA
Integrity Alliance, Llc.
- Regulatory AUM
- $5,411,976,879
- Registered advisors
- 353
- Offices
- 268
- Clients per advisor
- 30.8 (Low)
- Average AUM per client
- $497.2K (Low)
- High-net-worth client ratio
- 9.9% (Low)
Integrity Alliance, Llc.: advisors, services and reported ETF investments
Reported ETF positions
Integrity Alliance reports 422 ETF positions worth $2.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $139.5M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $114.7M |
| DFAC — Dimensional U.S. Core Equity 2 ETF | $109.1M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $76.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $73.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Integrity Alliance's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $5.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $37M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $9.7M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $9.5M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Integrity Alliance, Llc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
Location
Palmetto, FL
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 877-886-1939
- Website: integritywealth.com/WEALTH
Official record
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