Brandon Charles Bowens
Investment adviser representative at Wealth Quarterback LLC
11 yearsExperience
3 statesRegistered in
$391.3MFirm assets
7 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 feeOther
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
11 years in the industry.
- Wealth Quarterback LLCNov 2025 to now
- Wealth Quarterback LLCAug 2025 to Oct 2025
- Capital Wealth Planning, LLCOct 2024 to Apr 2025
- Florida Gulf Coast UniversityAug 2021 to May 2025
- Full Time EducationSep 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
Wealth Quarterback LLC
$391.3MAssets managed
1,117Clients
5Advisers
7 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
- 8187336
- Firm CRD
- 282967