BS
Bryan Sheppeck
BOWEN
Plymouth, MA 02360
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CRD#: 7983670
BS
Professional summary
Bryan Sheppeck is a registered financial professional currently at BOWEN, INC. located in Plymouth, Massachusetts.
Bryan is registered as a RR (Registered Representative) and started their career in finance in 2025. Bryan has worked at 1 firm and has passed the Series 79TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Bryan Sheppeck'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
October 24, 2025 - Present
BOWEN, INC.
Office #1: 34 Main Street Extension Suite 203, Plymouth, MA 02360BD
CRD#: 142930
Plymouth, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 79TO
Date: 10/24/2025
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BI
BOWEN, INC.
BOWEN ADVISORS, INC. | BOWEN, INC.
CRD#: 142930 / SEC#: , 8-67510
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
34 Main Street Extension Suite 203, Plymouth, MA 02360
Mailing Address
34 Main Street Extension Suite 203, Plymouth, MA 02360
Phone number
(617) 245-1666
Established
Delaware since 01/02/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (6 States and Territories)
Documents
Red Flags
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