Robert Lowry, financial advisor Windsor CT

Robert Lowry

CRD Number: 5757734
Current Firm: Fiduciary Investment Advisors, LLC

Robert Lowry (CRD# 5757734) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fiduciary Investment Advisors, LLC Windsor, CT Sep 2011 - Current 8
Usi Consulting Group Glastonbury, CT Sep 2009 - Sep 2011 2
Usi Advisors, Inc. Glastonbury, CT Sep 2009 - Sep 2011 2
Fazzi Associates Northampton, MA Aug 2009 - Sep 2009 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Robert H. Lowry
Phone Number: 866-466-9412
Firm Website: http://www.fiallc.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,640
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $10,189,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, LA, MA, ME, NH, NJ, NY, PA, RI, TX, VT

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

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