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Bernard Karol Nowak

Brown Advisory

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About Bernard Karol Nowak

Bernard Nowak is an investment advisor representative at Brown Advisory. Bernard has over 20 years of experience in the financial industry, specializing in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Bernard is a Chartered Financial Analyst and holds several licenses, including Series 3, Series 7, and Series 63. Prior to joining Brown Advisory, Bernard worked at Highmount Capital, LLC and First Republic Securities Company, LLC. Bernard is registered to provide investment advice in California, Connecticut, and Texas.

Firm Information

Bernard Nowak is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in BALTIMORE, MD. The firm manages assets for a variety of clients, including individuals, institutions, and investment companies. They offer a range of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Brown Advisory also participates in wrap fee programs. The firm has over 267 investment advisory professionals and manages over $108 billion in assets.
Brown Advisory

901 SOUTH BOND STREET

BALTIMORE, MD 21231-3340

$108.33B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bernard Nowak’s Registration & Firm History

NY

05/31/2017 - Present

Brown Advisory (New York NY)

CA

11/02/2001 - 04/11/2002

FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)

ME

07/19/2000 - 04/30/2001

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

NA

11/19/1992 - 04/07/1993

A. R. BARON & CO., INC.

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Licenses & Designations

IA

Issued 11/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/29/2003

Series 3 - National Commodity Futures Examination

BC

Issued 07/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernard Karol Nowak.
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