Career
Brian Mcdowell has been Chief Investment Officer of United Capital Financial Advisors since September 2025. Brian Mcdowell is a control person of the firm and directly owns under 5% of it. Brian Mcdowell holds a B.S. in Business Administration, Finance emphasis from the University of Colorado.
United Capital Financial Advisors, LLC is an Irving, TX firm with $24.6B under management, 25,510 clients and 162 advisers across 47 offices, as of its June 2026 filing.
United Capital identifies Brian McDowell as Chief Investment Officer. It says the Denver RIA he joined in 2003 became part of United Capital in 2015.
- – present · 11 yearsGreenwood Village, CO · Adviser representative · Firm CRD 134600
- Capital Investment Counsel, Inc– · 11 yearsDenver, CO · Adviser representative · Firm CRD 106966
- Charles Schwab & Co., Inc.– · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 5393
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Arizona | Approved | 11 March 2015 |
| Colorado | Approved | 23 January 2015 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 July 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 2000 |
| Series 7 | General Securities Representative Examination | 3 January 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Brian Michael Mcdowell
- CRD
- 4008135
- Office
- 5655 YOSEMITE STREET, SUITE 450, Greenwood Village, CO 80111
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Mcdowell work?
Brian Mcdowell has been Chief Investment Officer of United Capital Financial Advisors, LLC since September 2025, and is a control person of the firm.
Is Brian Mcdowell a financial advisor?
Yes. Brian Mcdowell has a current investment-adviser registration in Arizona and Colorado, through United Capital Financial Advisors since January 2015.
How many years of experience does Brian Mcdowell have?
Brian Mcdowell has 25 years in the financial industry, since September 2001, across 3 adviser firms.
What exams has Brian Mcdowell passed?
Brian Mcdowell has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2000.
Where did Brian Mcdowell work before United Capital Financial Advisors?
Before United Capital Financial Advisors, Brian Mcdowell was registered through Charles Schwab & Co., Inc., August 2000 to April 2003.
Where is Brian Mcdowell based?
Brian Mcdowell’s registered office is in Greenwood Village, CO.