Drew Bowman has been an investment adviser representative at Investmark Advisory Group since March 2011, and is not listed among the firm’s executive officers or direct owners. Drew Bowman studied at Pennsylvania State University.
Investmark Advisory Group LLC is a Shelton, CT firm with $930M under management, 690 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Drew N. Bowman is Senior Wealth Advisor and Trading Manager of Investmark Advisory Group. He has more than 20 years at the firm, working with clients through the wealth management process and in the Retirement Plan Services area for small to medium-sized businesses. He also works with strategic partners on due diligence and provides operational oversight of account reporting and financial analysis.
Drew Bowman’s longest registration is the current one, 21 years at Commonwealth Financial Network since 2005.
- – present · 15 yearsShelton, CT · Adviser representative · Firm CRD 121060
- Commonwealth Financial NetworkAlso current– present · 21 yearsAdviser representative and broker · Firm CRD 8032
Professional designations
Listed by Investmark Advisory Group
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Drew Bowman is registered as an investment adviser representative in Connecticut, since July 2007.
- ConnecticutSince 9 July 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 September 2005 |
| Series 7 | General Securities Representative Examination | 1 February 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 May 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Drew Nichols Bowman
- CRD
- 2875376
- Firm
- Investmark Advisory Group · CRD 121060
- Office
- 3 ENTERPRISE DRIVE, FOURTH FLOOR, Shelton, CT 06484
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- investmark.net
Where does Drew Bowman work?
Drew Bowman is an investment adviser representative registered through Investmark Advisory Group LLC since March 2011, and is not listed among the firm’s executive officers or direct owners.
Is Drew Bowman a financial advisor?
Yes. Drew Bowman has a current investment-adviser registration in Connecticut, through Investmark Advisory Group since March 2011.
How many years of experience does Drew Bowman have?
Drew Bowman has 24 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has Drew Bowman passed?
Drew Bowman has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 1997. FINRA credited Drew Bowman with the SIE, which began in October 2018.
Where is Drew Bowman based?
Drew Bowman’s registered office is in Shelton, CT.
Is Drew Bowman registered with FINRA?
Yes. Drew Bowman has a current broker registration, under CRD 2875376.
Source: FINRA BrokerCheck
How can I verify Drew Bowman’s record?
Search CRD 2875376 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Drew Bowman’s full registration record.
