Rodney Bowerman is a CFP-designated registered investment advisor at Morgan Stanley, based in Florence, AL, with 20 years of industry experience. Rodney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
201 South Court Street, 4th Floor, Florence, AL, 35630
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Rodney is an associate minister at Stony Point Church of Christ since 2019, dedicating minimal time to this role. He encourages church growth, organizes retreats, teaches bible class, and occasionally preaches.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Morgan StanleyBroker
Morgan Stanley
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
Bbva Compass Investment Solutions, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations16 states
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
More Advisors
- Adam Connolly, CFPMorgan Stanley
- Steven ReardonMorgan Stanley
- David JefferyMorgan Stanley
- Walter TrappMorgan Stanley
- William JefferyMorgan Stanley
- Jeremy Bruss, ChFCState Farm Investment Management CORP.