Brian O'dowd is a CFP-designated registered investment advisor at O'dowd Asset Management LLC, based in Morristown, NJ, with 32 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 109 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
31 Washington St., Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is involved in several business activities, including real estate management and ownership through various LLCs, dedicating minimal time to each. Brian is also an independent insurance agent selling disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products, and spends about a few hours per week on this.
Employment History
Current Registrations
O'dowd Asset Management LLC
World Equity Group, INC.Broker
Previous Registrations
World Equity Group, INC.
New England Securities Corporation
New England SecuritiesBroker
Smh Capital INC.Broker
Labranche Financial Services, INC.Broker
First New York Securities L.L.C.Broker
Jefferies & Company, INC.Broker
Knight Securities, L.P.Broker
Spear, Leeds & KelloggBroker
Natwest Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
State Registrations6 states
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