Nolan Lowe, financial advisor New York NY

Nolan Lowe

CRD Number: 4691861
Current Firm: Maxim Financial Advisors LLC

Nolan Lowe (CRD# 4691861) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Maxim Group LLC New York, NY Dec 2006 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Nolan C. Lowe
Phone Number: 212-895-3500
Firm Website: http://www.maximgrp.com
Registered State(s):
  • CO
  • NY
By the Numbers
  • Total Assets Under Management
    296
    MILLIONS
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $434,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA

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