Megan LowryCRD Number: 5045401
Current Firm: Morgan Stanley
Megan Lowry (CRD# 5045401) is an Investment Advisor Representative working at Morgan Stanley in West Conshohocken, PA and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Morgan Stanley Private Bank, N.a.||New York, NY||Jan 2019 - Current||1|
|Morgan Stanley||West Conshohocken, PA||Dec 2018 - Current||1|
|Unemployed||Philadelphia, PA||May 2018 - Dec 2018||< 1|
|Student||Philadelphia, PA||Aug 2016 - May 2018||1|
|Solomon Edwards Group||Wayne, PA||Oct 2015 - Aug 2016||< 1|
|Open Systems Technologies||Philadelphia, PA||Aug 2010 - Sep 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management904,301MILLIONS
Total Number of Accounts1,863,328ACCOUNTS
Average Account Value$485,315
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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