Philip Bowers, financial advisor New York NY

Philip Bowers

CRD Number: 7009401
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philip Bowers (CRD# 7009401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Jul 2021 - Current < 1
The Vanguard Group, Inc. Scottsdale, AZ Sep 2019 - Jul 2021 1
The Vanguard Group, Inc. Scottsdale, AZ Jun 2018 - Sep 2019 1
Ace Hardware Bedford, NY Dec 2017 - Jun 2018 < 1
Saranac Building Corp. Pound Ridge, NY Jun 2017 - Nov 2017 < 1
Wake Forest University Winston-salem, NC Aug 2013 - May 2017 3
Kasowitz, Benson, Torres, And Friedman LLP New York, NY Jun 2016 - Aug 2016 < 1
Ciee Prague - Central European Studies Prague, Jan 2016 - May 2016 < 1
Tupelo-honey Raycom New York, NY Jul 2015 - Aug 2015 < 1
Deliverance Ltd. London, Jun 2015 - Jul 2015 < 1
Hcc Insurance Holdings, Inc. Mount Kisco, NY Dec 2014 - Jan 2015 < 1
Bedford Town Supervisor's Office Bedford, NY Jun 2014 - Aug 2014 < 1
Waccabuc Country Club Waccabuc, CT Jun 2010 - Aug 2013 3
Suffield Academy Suffield, CT Sep 2010 - May 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2019
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Philip S. Bowers
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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