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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Macy Bowen Work History
Macy has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith
The Bowen Family
Macy Bowen has no disclosures.
Please visit their SEC profile for more details.
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