Eric M. Bowser

SAFE HARBOR RETIREMENT PLANNERS

Abingdon, MD

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CRD#: 6688596

Professional summary

Eric Matthew Bowser is a registered financial advisor currently at SAFE HARBOR RETIREMENT PLANNERS located in Abingdon, Maryland.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Eric has worked at 2 firms and has passed the Series 65 exam.

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.

1)Safe Harbor Financial Group, LLC; Investment related; Insurance Agent; Insurance Sales; Abingdon, MD; Start date - 02/2007; 50 hours per month all within trading hours. 2) Harford Community College; non-investment related; Bel Air, MD; Start Date 02/2022; less than 2% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Matthew Bowser'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®

None

Experience

Current

August 15, 2017 - Present

SAFE HARBOR RETIREMENT PLANNERS

RIA

CRD#: 110803

Abingdon, MD

Past

October 17, 2016 - September 5, 2017

WEALTHMAX ADVISORS, LLC

RIA

CRD#: 284795

ABINGDON, MD

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

Delaware
(1/26/2022)

IAR

Florida
(4/14/2021)

IAR

Maryland
(8/15/2017)

IAR

New Jersey
(2/28/2025)

IAR

Pennsylvania
(1/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2016

Uniform Investment Adviser Law Examination

Current Firm

SAFE HARBOR RETIREMENT PLANNERS

ASSET MANAGEMENT SERVICES, INC. | SAFE HARBOR RETIREMENT PLANNERS | SAFE HARBOR ASSET MANAGEMENT SERVICES | SAFE HARBOR ASSET MANAGEMENT

CRD#: 110803 / SEC#: 801-58249

RIA

Registered Investment Advisory firm - (8/30/2012 Terminated)

Delaware

Registered Investment Advisory firm - (1/26/2022 Approved)

Florida

Registered Investment Advisory firm - (4/5/2021 Approved)

Maryland

Registered Investment Advisory firm - (8/29/2012 Approved)

New Jersey

Registered Investment Advisory firm - (2/28/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/3/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Abingdon, MD

Mailing Address

Phone number

(410) 538-6800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	603
AUM (Assets Under Management)	$ 93,211,033

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric M. Bowser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Matthew Bowser's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAFE HARBOR RETIREMENT PLANNERS

WEALTHMAX ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2016

Current Firm

SAFE HARBOR RETIREMENT PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFE HARBOR RETIREMENT PLANNERS

TRUST BUT VERIFY

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