Brenda Rowan, financial advisor Bryan TX
93 score

Brenda Rowan

CRD Number: 4576679
Current Firm: Morgan Stanley

Brenda Rowan (CRD# 4576679) is an Investment Advisor Representative working at Morgan Stanley in Bryan, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Bryan, TX Jun 2011 - Current 5
Wells Fargo Advisors, LLC Bryan, TX Jan 2011 - Jun 2011 < 1
Wells Fargo Investments, LLC Bryan, TX Sep 2008 - Jun 2011 2
Wells Fargo Bank (formerly Norwest,victoria Bk & Tr, First City) Bryan, TX Jan 1981 - Sep 2008 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Brenda K. Rowan
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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