Gregory Bowser has been President/Chief Compliance Officer of Asset Management Services since January 1998, is a control person of the firm and directly owns between 50% and 75% of it. Gregory Bowser studied at Towson University.
Asset Management Services, Inc. is a firm with $109M under management, 296 clients and 3 advisers in one office, as of its July 2026 filing.
Gregory K. Bowser is President of Asset Management Services, Inc., which does business as Safe Harbor Asset Management Services. He is its managing principal, Chief Compliance Officer, Chief Executive Officer and Chief Investment Officer. He has worked as a financial planner for over three decades, and before starting his career as a financial advisor he served five years in the Army as an Aviator, leaving as a Captain.
- – present · 27 yearsAbingdon, MD · Adviser representative · Firm CRD 110803
Professional designations
Listed by Asset Management Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gregory Bowser is registered as an investment adviser representative in Delaware, since January 2022.
- DelawareSince 26 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 25 August 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 November 1986 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Kent Bowser
- CRD
- 1581343
- Firm
- Asset Management Services · CRD 110803
- Role
- President/Chief Compliance Officer
- Office
- Abingdon, MD
- Registration
- Investment adviser registration
- In the industry since
- December 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shretirement.com
Where does Gregory Bowser work?
Gregory Bowser has been President/Chief Compliance Officer of Asset Management Services, Inc. since January 1998, and is a control person of the firm.
Is Gregory Bowser a financial advisor?
Yes. Gregory Bowser has a current investment-adviser registration in Delaware, through Asset Management Services since January 1999.
How many years of experience does Gregory Bowser have?
Gregory Bowser has 39 years in the financial industry, since December 1986, across 1 adviser firm.
What exams has Gregory Bowser passed?
Gregory Bowser has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in November 1986.
Where is Gregory Bowser based?
Gregory Bowser’s registered office is in Abingdon, MD.
Is Gregory Bowser registered with FINRA?
No. Gregory Bowser has no current broker registration.
Is Gregory Bowser a CFP?
Asset Management Services lists Gregory Bowser with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gregory Bowser’s record?
Search CRD 1581343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Bowser’s full registration record.