Andrew Adams Bowling
Investment adviser representative at Wells Fargo Investment Institute, Inc.
10 yearsExperience
1 stateRegistered in
$43BFirm assets
21 yearsFirm in business
Are you Andrew Adams Bowling? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wells Fargo Investment Institute, Inc.Jul 2022 to now
- The Vanguard Group, Inc.Mar 2021 to now
- Fidelity InvestmentsSep 2020 to Mar 2021
- UnemployedMay 2020 to Sep 2020
- Chapel Hill-carrboro City SchoolsJan 2020 to Mar 2020
- Rainbow Soccer LimitedSep 2019 to Nov 2019
- The University of North Carolina At Chapel HillAug 2019 to May 2020
- Maurice J. Bushell & Co.Jul 2019 to Aug 2019
- Boston University: LondonMay 2019 to Aug 2019
- The University of North Carolina At Chapel HillAug 2018 to May 2019
- Island Water SportsMay 2018 to Jul 2018
- The University of North Carolina At Chapel HillAug 2017 to May 2018
- Island Water SportsJun 2017 to Aug 2017
- The University of North Carolina At Chapel HillAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 yearsIn 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
- 7356398
- Firm CRD
- 133204