Skip to content

John C Cowdrick

Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

Are you John C Cowdrick? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

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

10 years in the industry.

  1. Morgan StanleyJan 2026 to now
  2. Yusen LogisticsJul 2025 to Jan 2026
  3. Yusen LogisticsJun 2024 to Jul 2024
  4. Dane StreetJun 2023 to Aug 2023
  5. Lifetime FitnessJun 2022 to Sep 2022
  6. Trinity CollegeSep 2021 to May 2025
  7. Lifetime FitnessJun 2021 to Sep 2021
  8. Abbotts CustardJun 2020 to Aug 2020
  9. Middlesex SchoolSep 2019 to May 2021
  10. Abbotts CustardJun 2019 to Aug 2019
  11. Lexington High SchoolAug 2017 to May 2019
  12. UnemployedMay 2016 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
8212188
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm