Macy
Bowen

Morgan Stanley

CRD#5920664
Investment Advisor
in Atlanta, GA

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About this Advisor

Macy Bowen is a financial advisor whose office is in Atlanta, Georgia. Currently a registered advisor at Morgan Stanley, they have accumulated nine years of professional experience as a financial advisor. Bowen maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Bowen is able to work with customers based out of Georgia. Over the course of their career, Bowen has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Merrill Lynch, Pierce, Fenner & Smith, The Bowen Family and Morgan Stanley. Morgan Stanley is headquartered in Atlanta, Georgia, and has 702 offices across the nation. As a firm, Morgan Stanley manages $729 billion in assets across 1,815,592 accounts and retains more than 26,000 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 1,188,715 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 1,815,592 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Morgan Stanley can provide 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

3280 Peachtree Road, Ne Suite 1700
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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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

Macy Bowen Work History

Macy has 10 years of experience.

2019 - Present (1 year)

Morgan Stanley

2012 - 2019 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2012 (1 year)

Merrill Lynch, Pierce, Fenner & Smith

2010 - 2011 (1 year)

The Bowen Family

Disclosures

Macy Bowen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Christopher Felton
Pasadena, CA
Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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