Robert Bowman, financial advisor Radnor PA

Robert Bowman

CRD Number: 1204695
Current Firm: Janney Montgomery Scott LLC

Robert Bowman (CRD# 1204695) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Radnor, PA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Radnor, PA Mar 2020 - Current 2
Bny Mellon Philadelphia, PA Jan 2018 - Feb 2020 2
National Securities Corp New York, NY Aug 2017 - Jan 2018 < 1
Snowden Account Services, Inc. New York, NY Aug 2014 - Aug 2017 3
Snowden Capital Advisors LLC New York, NY Aug 2014 - Aug 2017 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlton, NJ Oct 1983 - Jul 2014 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Apr 1994
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Robert J. Bowman
Phone Number: 215-665-6000
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    81,347
    MILLIONS
  • Total Number of Accounts
    203,125
    ACCOUNTS
  • Average Account Value
    $400,475
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
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, VI, VT, WA, WI, WV, WY

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