Bernard Karol Nowak

CFA

Brown Advisory

23 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Brown Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

4,063 clients

Average Client Portfolio

$30.0M average

Assets Under Management

$121.9B

Fee Structure

Minimum Investment:$5M

Location

12 East 49th Street, 35th Floor, New York, NY, 10017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Brown Advisory

May 2017 - Present · 8 yrs 9 mos

Previous Registrations

Highmount Capital

April 2002 - May 2017 · 15 yrs 1 mo

State Registrations3 states

CACTTX

Advisor

Exams

No exam information available for this advisor.