RB
RB
Robert Bowman
33 Years of Experience
Seattle, WA
1 DisclosureBroker
Robert Bowman is a registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
June 2025Employment History
Current Registrations
D.A. Davidson & CO.
December 2006 - Present · 19 yrs 5 mos
D.A. Davidson & CO.Broker
December 2006 - Present · 19 yrs 5 mos
D.A. Davidson & CO.
December 2006 - Present · 19 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - December 2006 · 4 mos
UBS Financial Services INC.
August 2006 - December 2006 · 4 mos
Piper Jaffray & CO.
March 2001 - August 2006 · 5 yrs 5 mos
Piper Jaffray & CO.Broker
February 2001 - August 2006 · 5 yrs 6 mos
Salomon Smith Barney INC.Broker
July 1993 - March 2001 · 7 yrs 8 mos
Lehman Brothers INC.Broker
September 1992 - July 1993 · 10 mos
State Registrations15 states
ALAZCACOHIIDILMNMTNVNYORVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.