Bowman
Gray

Stifel Independent Advisors, LLC

CRD#2707618
Investment Advisor
in Winston Salem, NC

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About this Advisor

Bowman Gray is a financial advisor working in Winston Salem, North Carolina with 16 years of industry experience. Gray is currently employed by Stifel Independent Advisors, LLC. They have spent their complete career at Stifel Independent Advisors, Llc. Gray maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and Texas. Stifel Independent Advisors, LLC is an advisory company that has its headquarters in Saint Louis, MO. It has offices in 76 locations and a total of 166 advisors. It manages $3 billion in assets under management among its 8,262 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 8,262 accounts, 21% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Stifel Independent Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services offered. Fee types billed by Stifel Independent Advisors, LLC most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

114-P Reynolda Village Suite 2443
Winston Salem, NC 27106

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$2,515,042,848

NC Average: $11,469,110,461
Total Number of Employees

166

NC Average: 458
Total Number of Accounts

8,262

NC Average: 33,415
Average Account Size

$304,411

NC Average: $343,232

Investment Advisory Services

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

Bowman Gray Work History

Bowman has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Stifel Independent Advisors, 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 Bowman Gray 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 Stifel Independent Advisors, LLC

Cynthia Boyle
Landrum, SC
John Boyle
Landrum, SC
Joseph Oliver
Saint Louis, MO
Perris Kaufman
Woodland Hills, CA
Rakesh Patel
Pasadena, CA
Mary Steele
Landrum, SC
Matthew Schroeder
Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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