Samuel Bowles

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-31
CT	RA	APPROVED	2026-07-28
NY	RA	APPROVED	2026-07-28

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Purchase	NY	03/2026	Present
Insight Crime	Greenwich	CT	01/2026	03/2026
Yale University	New Haven	CT	09/2021	12/2025
Office Of Congressman Himes - United States Congress	Washington	DC	06/2025	07/2025
Department Of State	Washington	DC	02/2025	04/2025
National Journal	Washington	DC	06/2024	12/2024
The Borgen Project	New Haven	CT	06/2022	03/2023
Unemployed	Greenwich	CT	01/2016	09/2021

03/2026 → Present

Morgan Stanley

Purchase, NY
01/2026 → 03/2026

Insight Crime

Greenwich, CT
09/2021 → 12/2025

Yale University

New Haven, CT
06/2025 → 07/2025

Office Of Congressman Himes - United States Congress

Washington, DC
02/2025 → 04/2025

Department Of State

Washington, DC
06/2024 → 12/2024

National Journal

Washington, DC
06/2022 → 03/2023

The Borgen Project

New Haven, CT
01/2016 → 09/2021

Unemployed

Greenwich, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-28