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Matthew Dowell

Advisory Services Network

Tampa, FL

Atlanta, GA

CRD 6195689

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-19
  • FL RA
    APPROVED
    Since 2023-06-19

Branch Locations

14502 N Dale Mabry Hwy, Suite 327, Tampa, FL 33618 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 04/2014 06/2023
Bank Of America, N.A. Tampa FL 09/2014 06/2023
Advisory Services Network, Llc Atlanta GA 06/2023 Present
Previous Registrations
Other Businesses

Ferlita Nussel Dowell Financial Group: PARTNER & INSURANCE AGENT SINCE 2023; SALES OF LIFE, FIXED AND INDEXED ANNUITY PRODUCTS AND LLS IS ALSO A SERVICE COMPANY FOR TAX PURPOSES. 160 HOURS PER MONTH DEVOTED; MORE THAN 20 HOURS PER MONTH DEVOTED DURING TRADING HOURS; AN INVESTMENT RELATED ACTIVITY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-24
  • S66 Uniform Combined State Law Examination
    2014-07-24
Other Names
  • Matthew Daniel Dowell
  • Matt Daniel Dowell

View on SEC IAPD

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