Samuel
Bowyer

Morgan Stanley

CRD#5955512
Investment Advisor
in Winter Park, FL

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About this Advisor

Samuel Bowyer is a financial advisor who works out of Winter Park, Florida, who has 12 years of relevant experience. Bowyer is an advisor for Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bowyer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It oversees $1 trillion in assets among its 2,233,188 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

250 Park Avenue South Suite 500
Winter Park, FL 32789

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Samuel Bowyer Work History

Samuel has been registered as a financial advisor for 12 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2011 - Present (13 years)

Morgan Stanley Smith Barney LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Bowyer 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 Morgan Stanley

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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