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Brendan Michael McGowan

Investment Adviser Representative at Mcgowan & Co LLP

Bryn Mawr, PACRD #4395628Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brendan Michael Mcgowan is an investment adviser representative with Mcgowan & Co LLP in Bryn Mawr, PA, where they have been registered since 2001, the year they entered the securities industry. They are registered to provide investment advice in Pennsylvania.

Office

937 Glenbrook Ave, Po Box 1180
Bryn Mawr, PA 19010

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mcgowan & Co LLPCurrent
7/5/2001 – Bryn Mawr, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mcgowan & Co., LLP
    Jan 1998 – no end date reportedBryn Mawr, PA
  2. Mcgowan & Co., LLC
    Jan 2000 – no end date reportedBryn Mawr, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mcgowan & Co LLP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$2,000,000 (waivable)
Firm's annual rate schedule by assets
  • All accounts0.50%
  • All accounts0.90%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive wealth management services including customized investment planning integrated with tax, cash, retirement, insurance, and estate planning. McGowan & Co., LLP operates as a fee-only SEC Registered Investment Advisory Firm providing objective investment advice and portfolio monitoring. McGowan & Co., LLC is a CPA firm specializing in personal financial planning, including tax, retirement, education, insurance, estate and trust, and business succession planning.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
Wealth ManagementInvestment AdvisoryFinancial PlanningTax PlanningEstate PlanningRetirement PlanningInsurance PlanningBusiness Succession PlanningCPAFee-only Advisory

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Bryn Mawr, PA
Founded:
1980
SEC file number:
801-56326

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 17, 2026

View full firm profile

Other advisors at Mcgowan & Co LLP

2 other advisors in the directory

View Mcgowan & Co LLP firm profile

Similar advisors in Bryn Mawr, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan Michael McGowan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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