Thomas LowellCRD Number: 5882016
Current Firm: Strategic Advisers, Inc.
Thomas Lowell (CRD# 5882016) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services||Salt Lake City, UT||Jan 2011 - Current||5|
|Wells Fargo Bank N.a.||Salt Lake City, UT||Apr 2010 - Dec 2010||< 1|
|Utah Valley University||Orem, UT||Jan 2009 - May 2010||1|
|Morty's Property Services||American Fork, UT||Jan 2009 - Apr 2010||1|
|Church Of Jesus Christ Of Latter Day Saints||Guatemala City,||Jan 2007 - Jan 2009||2|
|Morty's Property Services||American Fork, UT||Jan 2006 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV