Unclaimed Profile

Peter Eliot Bowles

FIDUCIARY CAPITAL MANAGEMENT, INC.·WALLINGFORD, Connecticut

Clean record39 years registeredFIDUCIARY CAPITAL MANAGEMENT, INC.

1062 BARNES ROAD, WALLINGFORD, CT 06492-0080CRD# 1023114Firm CRD# 105484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Eliot Bowles · WALLINGFORD, CT

Registration

CRD #1023114 · FIDUCIARY CAPITAL MANAGEMENT, INC. · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY CAPITAL MANAGEMENT, INC.

FIDUCIARY CAPITAL MANAGEMENT, INC.

May 1987 – Dec 2017

WOODBURY, CT

Registrations & Exams

Registration record

First registered · May 22, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY CAPITAL MANAGEMENT, INC.

CRD 105484 · SEC 801-29581

AUM

$2.6B

Regulatory assets under management

Employees

9 client accounts

Services offered by FIDUCIARY CAPITAL MANAGEMENT, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at FIDUCIARY CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Peter Eliot Bowles offer?

Peter Eliot Bowles specializes in Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Peter Eliot Bowles's credentials?

Peter Eliot Bowles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Eliot Bowles located?

Peter Eliot Bowles is based in WALLINGFORD, Connecticut, last registered with FIDUCIARY CAPITAL MANAGEMENT, INC..

How does Peter Eliot Bowles charge for services?

Peter Eliot Bowles's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY CAPITAL MANAGEMENT, INC.?

FIDUCIARY CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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