Matthew Bowe, financial advisor Newark DE
89 score

Matthew Bowe

CRD Number: 6239574
Current Firm: H.d. Vest Advisory Services, Inc.

Matthew Bowe (CRD# 6239574) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Newark, DE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
H & R Block Bear, DE Jan 2016 - Current < 1
Hd Vest Advisory Services Newark, DE May 2014 - Current 2
Alvini & Associates Pa Newark, DE May 2014 - Current 2
H.d. Vest Investment Services Newark, DE Aug 2013 - Current 3
Discover Financial Services New Castle, DE Sep 2012 - May 2014 1
Landenberg Pet Resort Landenberg, PA Jun 2003 - May 2014 10
Walt Disney World Resorts Lake Buena Vista, FL Feb 2012 - Aug 2012 < 1
The Well Marketplace Hockessin, DE Dec 2011 - Jan 2012 < 1
University Of Delaware Newark, DE Aug 2007 - Jan 2012 4
At&t (mobile Communications) Newark, DE Aug 2008 - Aug 2009 1
Ups Newark, DE Aug 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Matthew J. Bowe
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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