RB
CFA
RB
CFA

Robert Bowden

23 Years of Experience
Red Bank, NJ
Broker

Robert Bowden is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Red Bank, NJ, with 23 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

10 Mechanic St, Suite 110, Red Bank, NJ, 07701

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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 Activities

Robert is the CFO of Navesink Wellness Center, a mental health services provider, since January 2025. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2020 - Present · 6 yrs 4 mos
D.A. Davidson & CO.Broker
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
Amherst PierpontBroker
April 2018 - March 2020 · 1 yr 11 mos
Brownstone Investment Group, LLCBroker
March 2014 - April 2018 · 4 yrs 1 mo
Ftn Financial Securities CORPBroker
January 2005 - March 2014 · 9 yrs 2 mos
Spear, Leeds & Kellogg, L.P.Broker
April 2002 - January 2005 · 2 yrs 9 mos
State Registrations19 states
CACOCTFLILKSMAMDMIMNMONHNJNYOHPATXVAWA
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.
Robert Bowden - Financial Advisor | TrueAdvisor