AB
AB

Andrew Bowie

11 Years of Experience
Alpharetta, GA
Broker

Andrew Bowie is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

3 Edison Drive, Alpharetta, GA, 30005

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew serves as the treasurer for the Hyde Park HOA, collecting dues and paying bills. This activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan Stanley
March 2023 - Present · 3 yrs 6 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
November 2015 - September 2023 · 7 yrs 10 mos
E*trade Securities LLCBroker
May 2015 - September 2023 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - May 2015 · 2 mos
E*trade Securities LLCBroker
July 2014 - March 2015 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Andrew Bowie - Financial Advisor | TrueAdvisor