WB
WB

William Brendan Bowe

17 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
506 clients
Average Client Portfolio
$7.0B average
Assets Under Management
$3535.4B
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Location

400 Howard Street, San Francisco, CA, 94105

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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
Blackrock Fund Advisors
April 2012 - Present · 13 yrs 10 mos
Blackrock Investments, LLCBroker
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2009 - May 2012 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 2009 - May 2012 · 2 yrs 9 mos
LPL Financial CorporationBroker
June 2008 - August 2009 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.