Brian
Dow

Adhesion Wealth Advisor Solutions

CRD#2565968
Investment Advisor
in Fairfield, CT

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About this Advisor

Brian Dow is a financial advisor based in Fairfield, Connecticut, working with Adhesion Wealth Advisor Solutions. Brian has previously held positions at Fidelity Investments, Independent Consultant, Adhesion Wealth Advisor Solutions, Pershing LLC, and Pershing Advisor Solutions LLC. Brian has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Brian is part of Adhesion Wealth Advisor Solutions, which operates out of Fairfield, Connecticut. The firm has 1 office and 50 employees. The firm manages assets totaling $10.8 billion and offers portfolio management services for institutional clients. The fee structure at Adhesion Wealth Advisor Solutions includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Fairfield, CT

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Adhesion Wealth Advisor Solutions Brokerage Details

Total Assets Under Management

$10,771,561,842

CT Average: $3,625,019,099
Total Number of Employees

50

CT Average: 22
Total Number of Accounts

40,484

CT Average: 1,917
Average Account Size

$266,070

CT Average: $1,890,985

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Brian Dow Work History

2024 - Present (1 year)

Adhesion Wealth Advisor Solutions

2023 - 2024 (1 year)

Independent Consultant

2022 - 2023 (1 year)

Pershing LLC

2022 - 2023 (1 year)

Pershing Advisor Solutions LLC

2012 - 2022 (10 years)

Fidelity Investments

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Disclosures

Please visit the SEC profile of Brian Dow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Adhesion Wealth Advisor Solutions

Jonathan Sharpe
Charlotte, NC
Holly Lobprise
Charlotte, NC
Mark Scanlan
Havertown, PA
Scott Fewin
Charlotte, NC
Tai Vu
Charlotte, NC
James Webster
Charlotte, NC
Brian Dow
Fairfield, CT
Daniel Mulvey
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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