BB
BB

Bernard Bowman

33 Years of Experience
Dallas, TX
Broker

Bernard Bowman is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Bernard serves on the advisory board for St. Timothy Christian Academy, a religious education organization. He spends minimal time on fundraising and business development for the academy.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2003 - June 2009 · 6 yrs
Citigroup Global Markets INC.
June 2003 - June 2009 · 6 yrs
UBS Financial Services INC.
August 2001 - July 2003 · 1 yr 11 mos
UBS Financial Services INC.Broker
August 2000 - July 2003 · 2 yrs 11 mos
J.C. Bradford & CO.Broker
June 1997 - August 2000 · 3 yrs 2 mos
Principal Financial Securities,inc.Broker
July 1994 - July 1997 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - July 1994 · 1 yr 9 mos
State Registrations41 states
AKALAZCACOCTDCDEFLGAHIIDILKSLAMAMDMEMIMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.