Timothy Kane Mcgowan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Bank of America, N.A.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- The Prudential Insurance Company of AmericaJun 2024 to Sep 2024
- Pruco Securities LLCJul 2023 to Sep 2024
- Reading CinemasJul 2023 to Aug 2024
- UnemployedMay 2023 to Jul 2023
- Bowman Andros Products LLCMay 2022 to Nov 2022
- Jimmy Buffet's MargaritavilleJul 2021 to Aug 2021
- Tiki TacoMay 2021 to Jul 2021
- Cordivari's RestaurantMay 2021 to Jun 2021
- Vector MarketingMay 2020 to Jun 2020
- James Madison UniversitySep 2019 to May 2023
- Modell's Sporting GoodsSep 2018 to Jan 2020
- UnemployedJun 2018 to Sep 2018
- Hillsborough High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7808873
- Firm CRD
- 7691