Aidan C Bowerman
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCFeb 2024 to now
- MML Investors Services, LLCSep 2023 to Jan 2024
- Massmutual Life Insurance CoMay 2023 to Jan 2024
- Cobblestone Capital AdvisorsMay 2022 to Aug 2022
- Best BuyJun 2021 to Jul 2021
- Buffalo Car CareMay 2021 to Jun 2021
- Fresenius KabiDec 2020 to Jan 2021
- Fresenius KabiApr 2020 to Jul 2020
- Rochester Institute of Technology ItsFeb 2020 to May 2023
- Scotch N' SirloinDec 2019 to Jan 2020
- Rochester Institute of TechnologyAug 2019 to May 2023
- Scotch N' SirloinMar 2019 to Aug 2019
- Macy's Inc.Oct 2018 to Feb 2019
- Save-a-lotJul 2017 to Sep 2017
- Canisius High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7809301
- Firm CRD
- 6413