Connor Michael Bowen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*744238 For profit or not for profit: Entity For Profit Name of outside business organization: Bowen Photography Investment related: N Address of business: Jacksonville, Florida, 32256 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 2/28/2022 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Photographer for weddings/portraits/events

Exams

• S66 Uniform Combined State Law Examination
  2016-11-10
• S63 Uniform Securities Agent State Law Examination
  2014-11-13