Thomas J Rowan

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-07-02

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Bethesda	MD	05/2026	Present
Morgan Stanley	Atlanta	GA	06/2025	08/2025
University Of South Carolina Athletics	Columbia	SC	09/2025	04/2026
Columbia Country Club	Chevy Chase	MD	06/2019	04/2026
University Of South Carolina	Columbia	SC	08/2022	05/2026
Gonzaga College High School	Washington	DC	08/2018	06/2022
Blessed Sacrament School	Washington	DC	08/2010	06/2018
Sutherland Christmas Tree Market	Washington	DC	11/2018	12/2024
Bank Of America, N.A.	North Bethesda	MD	06/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD
06/2025 → 08/2025

Morgan Stanley

Atlanta, GA
09/2025 → 04/2026

University Of South Carolina Athletics

Columbia, SC
06/2019 → 04/2026

Columbia Country Club

Chevy Chase, MD
08/2022 → 05/2026

University Of South Carolina

Columbia, SC
08/2018 → 06/2022

Gonzaga College High School

Washington, DC
08/2010 → 06/2018

Blessed Sacrament School

Washington, DC
11/2018 → 12/2024

Sutherland Christmas Tree Market

Washington, DC
06/2026 → Present

Bank Of America, N.A.

North Bethesda, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-12