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CFP

Brian O'dowd

O'dowd Asset Management LLC
32 Years of Experience
Morristown, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian O'dowd is a CFP-designated registered investment advisor at O'dowd Asset Management LLC, based in Morristown, NJ, with 32 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 70 clients with $43M in assets under management.

O'dowd Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$616K average
Assets Under Management
$43.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

31 Washington St., Morristown, NJ, 07960

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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.

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Other Business ActivitiesSells Insurance

Brian is involved in several business activities, including real estate management and ownership through various LLCs, dedicating minimal time to each. Brian is also an independent insurance agent selling disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products, and spends about a few hours per week on this.

Employment History
Current Registrations
O'dowd Asset Management LLC
March 2020 - Present · 6 yrs 7 mos
World Equity Group, INC.Broker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
World Equity Group, INC.
May 2012 - December 2024 · 12 yrs 7 mos
New England Securities Corporation
April 2009 - May 2012 · 3 yrs 1 mo
New England SecuritiesBroker
August 2008 - May 2012 · 3 yrs 9 mos
Smh Capital INC.Broker
September 2006 - June 2008 · 1 yr 9 mos
Labranche Financial Services, INC.Broker
June 2002 - June 2006 · 4 yrs
First New York Securities L.L.C.Broker
January 2002 - April 2002 · 3 mos
Jefferies & Company, INC.Broker
April 2001 - January 2002 · 9 mos
Knight Securities, L.P.Broker
July 1995 - March 2001 · 5 yrs 8 mos
Spear, Leeds & KelloggBroker
June 1994 - July 1995 · 1 yr 1 mo
Natwest Investor Services CorporationBroker
March 1994 - May 1994 · 2 mos
Uslife Equity Sales CORP.Broker
January 1993 - February 1994 · 1 yr 1 mo
State Registrations6 states
FLILNCNJNYPA
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.
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