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Scott Philbrick Bowhay

Investment Adviser Representative at Investor FAN

Moraga, CACRD #867438Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
47 yrs
Exams Passed
5

Professional summary

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

Scott Philbrick Bowhay is an investment adviser representative with Investor FAN in Moraga, CA, where they have been registered since 2022. They have worked in the securities industry since 1979 and have been registered with 6 firms, including MSH Capital Advisors LLC and Wells Fargo Advisors Financial Network, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/28/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 7/15/1982
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/16/1979
Series 24
General Securities Principal Examination
Passed 8/13/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Investor FANCurrent
12/2/2022 – Moraga, CA
MSH Capital Advisors LLC
2/10/2022 – 12/14/2022Moraga, CA
Wells Fargo Advisors Financial Network, LLC
3/30/2010 – 2/25/2022Moraga, CA
Morgan Stanley Smith Barney LLC
6/1/2009 – 3/31/2010San Francisco, CA
Morgan Stanley & Co. Incorporated
4/2/2007 – 6/1/2009San Francisco, CA
Morgan Stanley
7/8/1997 – 4/2/2007San Francisco, CA

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. Wells Fargo Advisors Financial Network LLC
    Mar 2010 – Jan 2022San Francisco, CA
  2. M. S. Howells & Co
    Feb 2022 – Dec 2022Scottsdale, AZ
  3. MSH Capital Advisors DBA Bowhay Investments LLC
    Feb 2022 – Dec 2022Scottsdale, AZ
  4. Investor's Fiduciary Advisory Network, LLC
    Dec 2022 – no end date reportedSnoqualmie, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Investor FAN

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

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

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

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Moraga, CA

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. Scott Philbrick Bowhay 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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Scott Philbrick Bowhay (Investor FAN) - Fees & Credentials