Kevin Lowry (CRD# 5448052) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 16 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Dec 2022 - Current | 1 |
| Morgan Stanley | Purchase, NY | Sep 2022 - Current | 1 |
| E*trade Securities LLC | Purchase, NY | Jan 2021 - Sep 2022 | 1 |
| E*trade Capital Management LLC | Purchase, NY | Jan 2021 - Sep 2022 | 1 |
| E*trade Securities LLC | Scarsdale, NY | Feb 2020 - Jan 2021 | < 1 |
| E*trade Capital Management LLC | Scarsdale, NY | Feb 2020 - Jan 2021 | < 1 |
| E*trade Securities LLC | Scarsdale, NY | Nov 2019 - Feb 2020 | < 1 |
| E*trade Capital Management LLC | Scarsdale, NY | Nov 2019 - Feb 2020 | < 1 |
| E*trade Securities LLC | Jersey City, NJ | Dec 2014 - Nov 2019 | 4 |
| E*trade Capital Management LLC | Jersey City, NJ | Dec 2014 - Nov 2019 | 4 |
| E*trade Capital Management LLC | Jersey City, NJ | Feb 2010 - Dec 2014 | 4 |
| E*trade Securities LLC | Jersey City, NJ | Jun 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- NJ
- NY
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Other
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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