Thomas Lowell, financial advisor Salt Lake City UT
93 score

Thomas Lowell

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Thomas K. Lowell
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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