CM
CM

Christopher Mcclowry

18 Years of Experience
Boca Raton, FL
Broker

Christopher Mcclowry is a registered investment advisor at D.A. Davidson & CO., based in Boca Raton, FL, with 18 years of industry experience. Christopher 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

225 NE Mizner Blvd., Suite 610, Boca Raton, FL, 33432

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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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Employment History
Current Registrations
D.A. Davidson & CO.
July 2019 - Present · 6 yrs 10 mos
D.A. Davidson & CO.
July 2019 - Present · 6 yrs 10 mos
D.A. Davidson & CO.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Hilltop Securities INC.
April 2018 - July 2019 · 1 yr 3 mos
Hilltop Securities INC.Broker
April 2018 - July 2019 · 1 yr 3 mos
William Blair & Company L.L.C.
August 2011 - May 2018 · 6 yrs 9 mos
William BlairBroker
August 2011 - May 2018 · 6 yrs 9 mos
BMO Capital Markets CORP.Broker
November 2010 - July 2011 · 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
December 2007 - June 2009 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations51 states
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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.