Cody Michael Bowman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2021 → 03/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2020 → 01/2021
  Arkham Elite Marketing
  Trumbull, CT
• 02/2020 → 08/2020
  Gotham Elite Marketing
  White Plains, NY
• 08/2019 → 02/2020
  Champaign Elite Marketing
  Champaign, IL
• 08/2015 → 07/2019
  University Of Illinois
  Chammpaign, IL
• 04/2022 → Present
  Morgan Stanley
  Scottsdale, AZ
• 11/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27
• S63 Uniform Securities Agent State Law Examination
  2021-04-30

Other Names

• Cody Bowman