BB
BB

Brandon Bowen

8 Years of Experience
Tampa, FL
Broker

Brandon Bowen is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 8 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

100 North Tampa Street, Suite 3000, Tampa, FL, 33602

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

Brandon is a director at Chronicles Anonymous, a technology company, since 2020. He spends a few hours per week managing all aspects of the company, mainly reviewing tech.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
December 2020 - September 2023 · 2 yrs 9 mos
E*trade Securities LLCBroker
December 2020 - September 2023 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - May 2019 · 3 yrs
First Command Advisory Services
December 2015 - April 2016 · 4 mos
First Command Financial Planning, INC.
November 2015 - December 2015 · 1 mo
First Command Financial Planning, INC.Broker
August 2015 - April 2016 · 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.
Brandon Bowen - Financial Advisor | TrueAdvisor