Profilo
Mr. Bert T.
Bowler is a Private Wealth Advisor, Principal & Chief Compliance Officer at Round Rock Advisors LLC.
He has over twenty-three years of experience as a financial advisor.
He started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager).
In 1994, he founded the firm which later became Round Rock Advisors, LLC.
He is a Certifies Financial Planner practitioner.
He holds a Bachelor of Arts in Economics, from Kenyon University.
Posizioni attive di Bert Thomas Bowler
| Società | Posizione | Inizio |
|---|---|---|
Round Rock Advisors LLC
 Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors LLC is an independent, SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded by Bert T. Bowler in 2017 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations and businesses. | Amministratore Delegato | 01/04/2017 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Round Rock Advisors LLC
Round Rock Advisors LLC Investment ManagersFinance Round Rock Advisors LLC is an independent, SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded by Bert T. Bowler in 2017 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations and businesses. | Finance |
- Borsa valori
- Insiders
- Bert Thomas Bowler
