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Alexander James Bowland

Fisher Investments

Plano, TX

Mound, MN

CRD 6625465

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

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

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-07-21
TX RA APPROVED 2020-03-18
  • MN RA
    APPROVED
    Since 2022-07-21
  • TX RA
    APPROVED
    Since 2020-03-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Mound, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Sarasota FL 04/2016 02/2018
Morgran Stanley Private Bank, N.A. New York NY 07/2016 02/2018
Fisher Investments Dallas TX 02/2018 Present
  • 04/2016 → 02/2018
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 07/2016 → 02/2018
    Morgran Stanley Private Bank, N.A.
    New York, NY
  • 02/2018 → Present
    Fisher Investments
    Dallas, TX
Previous Registrations
Other Businesses

UBER, INDEPENDENT CONTRACTOR; DRIVER; SARASOTA, FL; STRAT DATE: 07/2016; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-2; NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-23
  • S66 Uniform Combined State Law Examination
    2016-06-23
Other Names
  • Alex Bowland

View on SEC IAPD

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