Dustin Nowlen, financial advisor West Conshohocken PA
89 score

Dustin Nowlen

CRD Number: 6161307
Current Firm: Morgan Stanley

Dustin Nowlen (CRD# 6161307) is an Investment Advisor Representative working at Morgan Stanley in West Conshohocken, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC West Conshohocken, PA Apr 2015 - Current 1
Morgan Stanley Smith Barney LLC West Conshohocken, PA Feb 2013 - Apr 2015 2
Pennsylvania State University University Park, PA Jun 2009 - Dec 2012 3
Derry Township School District Hershey, PA Aug 1995 - Jun 2009 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Dustin Nowlen
Phone Number: 914-225-5510
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, 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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