Marcus Gowdy, financial advisor Novi MI
90 score

Marcus Gowdy

CRD Number: 5956674
Current Firm: Strategic Advisers, Inc.

Marcus Gowdy (CRD# 5956674) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Novi, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Ann Arbor, MI Jun 2012 - Current 4
Chase Investment Services Corp Canton, MI Jul 2011 - Jun 2012 < 1
Jpmorgan Chase Bank Na Canton, MI Nov 2010 - Jun 2012 1
J Alexanders Corporation Livonia, MI May 2009 - Nov 2010 1
Ocean Prime Troy, MI Jun 2008 - May 2009 < 1
Mitchell's Fish Market Lansing, MI Aug 2007 - Jun 2008 < 1
Cameron's Steakhouse Birmingham, MI May 2007 - Aug 2007 < 1
Smokey Bones Lansing, MI Mar 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Marcus D. Gowdy
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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
90
Clean Record
This advisor has a clean track record with regulators.

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