Advisor at O'Dowd Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
O'Dowd Asset Management LLC
Location
Morristown, NJ 07960
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.
Based on O'Dowd Asset Management LLC
Based on O'Dowd Asset Management LLC
Financial planning fixed fees range from $2,500 to $20,000.
2.00% annually
Commission compensation is accepted for sale of securities but is not primary source of advisory compensation.
31 Washington St.
Morristown, NJ 07960
New Jersey
O'Dowd Asset Management LLC
2020 - Present (6 years)
O'Dowd Bierals Wealth Advisors LLC
2012 - Present (14 years)
World Equity Group
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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