Eric Matthew Bowser
Investment adviser representative at Safe Harbor Retirement Planners
19 yearsExperience
1 stateRegistered in
$108.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cruisin the Bay Tours LLCDec 2025 to now
- Harford Community CollegeFeb 2022 to now
- Safe Harbor Retirement PlannersAug 2017 to now
- Asset Management Services, Inc.Jul 2017 to now
- Safe Harbor Financial Group, LLCJan 2007 to now
- Wealthmax Advisors, LLCAug 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
Safe Harbor Retirement Planners
Legal name: Asset Management Services, Inc.
$108.7MAssets managed
296Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6688596
- Firm CRD
- 110803