Michael Bowen, financial advisor Rochester NY
96 score

Michael Bowen

CRD Number: 1779558
Current Firm: Strategic Advisers, Inc.

Michael Bowen (CRD# 1779558) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Rochester, NY and has over 10 years of experience in the finance industry. Michael Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Rochester, NY Jul 2011 - Current 5
Unemployed Henrietta, NY Jan 2010 - Jul 2011 1
Hsbc Securities Rochester, NY Apr 2007 - Jan 2010 2
Northwestern Mutual Investment Services, LLC Fairport, NY Jan 2006 - Apr 2007 1
Northwestern Mutual Life Insurance Company Fairport, NY Dec 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Michael G. Bowen
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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