Brian
Bower

Morgan Stanley

CRD#1761008
Investment Advisor
in Albuquerque, NM

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About this Advisor

Brian Bower is a financial advisor based in Albuquerque, New Mexico, who has been in the advisory business for 11 years. Bower is an employee of Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bower has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico and Texas. Morgan Stanley is a financial advisory business that has its headquarters in Albuquerque, New Mexico. It has offices in 726 locations and a total of 25,600 financial advisors. It controls $904 billion in assets under management among its 1,863,328 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. Morgan Stanley provides a broad range of services, including 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. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

6565 America'S Parkway Ne Ste 400
Albuquerque, NM 87110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

NM Average: 88
Total Number of Accounts

1,863,328

NM Average: 3,892
Average Account Size

$485,315

NM 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

Brian Bower Work History

Brian has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2009 - Present (12 years)

Morgan Stanley Smith Barney LLC

Disclosures

Brian Bower has no disclosures.

Please visit their SEC profile for more details.

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Kayonnoh Cooper
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Colin Roesler
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Scarlett Alfonzo
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This content was compiled from the SEC and FINRA.

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