A complete list of active advisors currently associated with O'Dowd Asset Management LLC

Warmer can help you find a great advisor at O'Dowd Asset Management LLC or one who fits your needs even better.

O'Dowd Asset Management advises individual and high-net-worth clients and also serves pension or profit-sharing plan clients, an arrangement that is less common among similar independent firms. The firm offers ongoing portfolio management, financial planning, and may refer clients to third‑party investment managers or allocate to private funds as part of client programs. The firm documents client goals and risk tolerances in an Investment Policy Statement and generally manages accounts on a discretionary basis. Its investment process uses both fundamental and technical analysis and employs a range of strategies — including long‑ and short‑term trading and options trading — across mutual funds, ETFs, fixed income, REITs, hedge funds, private equity and private placements. The firm’s principal maintains outside industry roles as a registered representative and licensed insurance agent and is involved in other business ventures; those relationships and the potential conflicts they create are disclosed in the brochure. Compared with many peers, the firm combines access to complex investment types and third‑party manager relationships with a practice that accepts plan clients and discloses use of commissionable products and custodial soft‑dollar benefits.

To learn more about the advisors currently working at O'Dowd Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian O'dowd	Morristown, NJ	32

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