Brian Joseph McGowan
Investment Adviser Representative at Mcgowan & Co LLP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Joseph Mcgowan is an investment adviser representative with Mcgowan & Co LLP in Bryn Mawr, PA, where they have been registered since 1998, the year they entered the securities industry. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- 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.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mcgowan & Co., LLPAug 1997 – no end date reportedBryn Mawr, PA
- Mcgowan & Co., LLCJan 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)
- 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.
Client types the firm serves
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 profileOther advisors at Mcgowan & Co LLP
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Joseph 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.
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