Reese Bowden

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

• 09/2022 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Dartmouth, MA
• 05/2020 → 09/2022
  Embrace Home Loans
  Middletown, RI
• 04/2019 → 05/2020
  Banknewport
  Newport, RI
• 06/2017 → 04/2019
  Banknewport
  Newport, RI
• 09/2013 → 05/2017
  Hartwick College
  Oneonta, NY
• 12/2022 → 06/2025
  Bank Of America N.A.
  North Dartmouth, MA
• 07/2025 → Present
  Morgan Stanley
  Providence, RI

Previous Registrations

• 2023-02-28 → 2025-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Middletown, RI
  North Dartmouth, MA
  North Dartmouth, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-24

Other Names

• Reese E Bowden
• Reese H Bowden