RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
20yrs
Based in Cleveland, Ohio, Gregory Cowan is a fiduciary financial advisor with 20 years of industry experience. Gregory joined Alliancebernstein in 2006, a firm offering financial planning, investment management, and private fund management. Gregory holds the CFP® designation.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 73% of advisors at Alliancebernstein
Office127 Public Square, Cleveland, OH 44114
How the firm is paid ?Percent of assets, Subscription, Flat fee, Commissions, Performance fee
Typical client at the firm ?$3.03 million
Advisors at the firm516
States licensed ?2 states
Services through Alliancebernstein
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowAlliancebernstein L.P.Current firm
Contact Gregory
127 Public SquareCleveland, OH 44114Office · Get directions Firm main line(615) 622-0000Headquarters: Alliancebernstein · Nashville, TN Instagram pageAlliancebernstein
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Alliancebernstein at (615) 622-0000 and ask for Gregory Cowan. Gregory works from the Cleveland, OH office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2006, about 20 years. More experience than 73% of advisors at Alliancebernstein.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Alliancebernstein reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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