William J Bowie

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 04/2019
  Morgan Stanley
  Jericho, NY
• 01/2007 → 06/2018
  Bowie Lcp, Inc D/B/A Little Caesars
  27 Wilshire Drive, NY
• 05/2017 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-05-26 → 2019-04-18
  Morgan Stanley
  Jericho, NY
  Garden City, NY

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING, 04/2019 2) WILLIAM BOWIE ASSOCIATES, 27 WILSHIRE DRIVE SYOSSET NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/2020, INV REL, 20 HR/MO 2 HR/MO TRADING 3) H&R BLOCK, 359 W Main St, Huntington NY 11743, United States, 11/04/2024, W2 Employee, Tax Services, NIR, 40 HR/MO 40 HR/MO TRADING 4) WILLIAM BOWIE ASSOCIATES, 27 Wilshire Dr., Syosset NY 11791, United States, 04/12/2019, IAR, DBA Name, INV REL, 160 HR/MO 120 HR/MO TRADING 5) H&R BLOCK, 359 W Main St, Huntington NY 11743, United States, 11/04/2024, W2 Employee, Tax Services, NIR, 40 HR/MO - 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-05-26

Other Names

• Bill Bowie