BO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
109 clients
Average Client Portfolio
$305K average
Assets Under Management
$33.3M
Fee Structure
There is no fee information provided in this brochure supplement.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
31 Washington St., Morristown, NJ, 07960
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is involved in several business activities, including real estate management and ownership through various LLCs, dedicating minimal time to each. Brian is also an independent insurance agent selling disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products, and spends about a few hours per week on this.
Employment History
Current Registrations
O'dowd Asset Management LLC
March 2020 - Present · 5 yrs 10 mos
World Equity Group, INC. Broker
May 2012 - Present · 13 yrs 8 mos
Previous Registrations
World Equity Group, INC.
May 2012 - December 2024 · 12 yrs 7 mos
New England Securities Corporation
April 2009 - May 2012 · 3 yrs 1 mo
New England SecuritiesBroker
August 2008 - May 2012 · 3 yrs 9 mos
Smh Capital INC. Broker
September 2006 - June 2008 · 1 yr 9 mos
Labranche Financial Services, INC.Broker
June 2002 - June 2006 · 4 yrs
First New York Securities L.L.C.Broker
January 2002 - April 2002 · 3 mos
Jefferies & Company, INC.Broker
April 2001 - January 2002 · 9 mos
Knight Securities, L.P.Broker
July 1995 - March 2001 · 5 yrs 8 mos
Spear, Leeds & KelloggBroker
June 1994 - July 1995 · 1 yr 1 mo
Natwest Investor Services CorporationBroker
March 1994 - May 1994 · 2 mos
Uslife Equity Sales CORP.Broker
January 1993 - February 1994 · 1 yr 1 mo
State Registrations6 states
FLILNCNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.