Brian Michael O'DOwd

Current Employers

Employment History

• 05/2012 → Present
  World Equity Group
  Morristown, NJ
• 02/2020 → Present
  O'DOwd Asset Management Llc
  Morristown, NJ
• 05/2012 → Present
  O'DOwd Bierals Wealth Advisors Llc
  Morristown, NJ

Previous Registrations

• 2009-04-15 → 2012-05-24
  New England Securities
  Fairfield, NJ
  Fairfield, NJ

Other Businesses

1) WB DEVELOPERS, LLC, Not investment related, Started 10/2000, Approx 8 hrs/mo, none during trading hours, 1 Kensington Ct., Morristown, NJ 07960, Nature: Rental Real Estate-Property Manager, Position: President/Owner, Duties: Managerial duties regarding property and sometimes purchase/sell properties. (2) INDEPENDENT INSURANCE AGENT, Investment Related, Started 1-2011, Approx 8 hrs/mo, all during trading hours, 33 Washington St., Morristown, NJ 07960, Licensed Insurance Agent, Nature/Duties: Sell DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS. (3) O'Dowd Asset Management, LLC - RIA, Investment Related, Started 2-2020, Approx 80 hrs/mo, 4 during trading hours, 33 Washington Street, Morristown, NJ 07960, Position: President/Owner/IAR, Nature/Duties: Portfolio management and financial planning. (4) Whispering Brook, LLC, Not Investment Related, Started 9/1998, Approx 4 hrs/mo, none during trading hours, 1 Kensington Ct., Morristown, NJ 07960, Position: President/Owner, Nature/Duties: Real estate Property Management, Managerial duties regarding property management and occasionally purchase/sell properties. (5) O'Dowd Bierals Wealth Advisors - DBA, Investment Related, Started 6/2012, Approx 80 hrs/mo, only 4 during trading hours, 33 Washington Street, Morristown, NJ 07960, Nature: DBA for Reg Rep at WEG, Position: Partner/RR, Duties: Registered Rep for WEG. (6) O'DOWD ASSOCIATES; PARTNER; INVESTMENT RELATED: NO; PO BOX 665 PINE BROOK NJ 07058 USA; COMMERCIAL REAL ESTATE RENTAL COMPANY; QUARTERLY MEETINGS ; START DATE: 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; (7) O'DOWD 52 LLC; PARTNER; INVESTMENT RELATED: NO; 1 KENSINGTON CT MORRISTOWN NJ 07960 USA; COMMERCIAL REAL ESTATE RENTAL PROPERTY; QUARTERLY MEETINGS; START DATE: 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; (8) O'DOWD REALTY; PARTNER; INVESTMENT RELATED: NO; PO BOX 665 PINE BROOK NJ 07058 USA; COMMERCIAL REAL ESTATE RENTAL PROPERTY; QUARTERLY MEETINGS; START DATE: 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-04
• S63 Uniform Securities Agent State Law Examination
  1993-10-25

Designations

Other Names

• Brian Michael Odowd