John McGowan (CRD# 7314207) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Boston, MA | Nov 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Nov 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | May 2020 - Nov 2021 | 1 |
| Hobart College | Geneva, NY | Aug 2019 - May 2020 | < 1 |
| Bank Of America | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
| Hobart College | Geneva, NY | Aug 2018 - Jun 2019 | < 1 |
| Gentle Giant Moving Company | Somerville, MA | May 2018 - Aug 2018 | < 1 |
| Hobart College | Geneva, NY | Aug 2017 - May 2018 | < 1 |
| Ups | Woburn, MA | Dec 2016 - Dec 2017 | 1 |
| Alpha Pension Group | Lexington, MA | Jun 2017 - Aug 2017 | < 1 |
| Hobart College | Geneva, NY | Aug 2016 - Jun 2017 | < 1 |
| Winchester Boat Club | Winchester, MA | Jun 2016 - May 2017 | < 1 |
| Avenue Management | Woburn, MA | Mar 2016 - Jan 2017 | < 1 |
| Brewster Academy | Wolfeboro, NH | Aug 2015 - Jun 2016 | < 1 |
| Winchester Boat Club | Winchester, MA | Jun 2015 - Aug 2015 | < 1 |
| Winchester High School | Winchester, MA | Aug 2014 - Jun 2015 | < 1 |
| Winchester Boat Club | Winchester, MA | Jun 2014 - Aug 2014 | < 1 |
| Winchester High School | Winchester, MA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CT
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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