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Brian J. Mcgowan
MCGOWAN & CO LLP
BRYN MAWR, PA 19010
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CRD#: 4395637
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Professional summary
Brian Joseph Mcgowan is a registered financial advisor currently at MCGOWAN & CO LLP located in Bryn Mawr, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MCGOWAN & CO., LLC-CPA FIRM WHICH PROVIDES FINANCIAL PLANNING SERVICES. I AM A MEMBER. BUSINESS IS INVESTMENT RELATED BUT DOES NOT GIVE INVESTMENT ADVICE. IT IS UNRELATED TO MCGOWAN & CO., LLP. THE ADDRESS IS 937 GLENBROOK AVE., P.O. BOX 1180, BRYN MAWR, PA 19010. I STARTED EMPLOYMENT ON 1/2000 AND DEVOTE APPROXIMATELY 40 HRS. PER MONTH TO THIS COMPANY OF WHICH APPROXIMATELY 10 HRS. PER MONTH ARE DURING TRADING HRS. I PREPARE INCOME TAXES, DO ESTATE PLANNING, RETIREMENT PLANNING, EDUCATIONAL PLANNING, AND OTHER ASPECTS OF PERSONAL FINANCIAL PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Mcgowan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 5, 2001 - Present
MCGOWAN & CO LLP
Office #1: 937 Glenbrook Ave., Po Box 1180, Bryn Mawr, PA 19010RIA
CRD#: 108736
BRYN MAWR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MCGOWAN & CO LLP
MCGOWAN & CO LLP
CRD#: 108736 / SEC#: 801-56326
RIA
Registered Investment Advisory firm - (4/8/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(7/5/2001)
IAR
Texas(2/13/2015)
Exams
Current Firm
M&
MCGOWAN & CO LLP
MCGOWAN & CO LLP
CRD#: 108736 / SEC#: 801-56326
RIA
Registered Investment Advisory firm - (4/8/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
937 Glenbrook Ave, Bryn Mawr, PA 19010
Mailing Address
937 Glenbrook Ave Po Box 1180, Bryn Mawr, PA 19010
Phone number
(610) 520-2400
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 238 |
| AUM (Assets Under Management) | $ 575,364,391 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/12/2025 | ||
| 01/13/2025 | ||
| 03/21/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
