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Brian Michael McDowell

Chief Investment OfficerUnited Capital Financial Advisors, LLCCRD 4008135

About Brian Michael McDowell

Brian Michael McDowell is listed as Chief Investment Officer at United Capital Financial Advisors, LLC in Irving, TX. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of United Capital Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Michael McDowell work?

Brian Michael McDowell is listed as Chief Investment Officer at United Capital Financial Advisors, LLC on SEC Form ADV.

How much of United Capital Financial Advisors, LLC does Brian Michael McDowell own?

Form ADV reports a beneficial ownership band of Under 5%.

United Capital Financial Advisors, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2025