Unclaimed Profile

Carrie Anne Endries

LOWELL BLAKE & ASSOCIATES INC.·BOSTON, Massachusetts

Series 65Clean record19 years registeredLOWELL BLAKE & ASSOCIATES INC.

141 TREMONT STREET, STE 200, BOSTON, MA 02111-1209CRD# 5291940Firm CRD# 105127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie Anne Endries · BOSTON, MA

Registration

CRD #5291940 · LOWELL BLAKE & ASSOCIATES INC. · 19 years registered

Brand Profile

Not yet started

Career History

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

May 2015 – present

LOWELL BLAKE & ASSOCIATES INC.

Apr 2007 – Sep 2014

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOWELL BLAKE & ASSOCIATES INC.

CRD 105127 · SEC 801-9892

AUM

$597M

Regulatory assets under management

Employees

432 client accounts

Services offered by LOWELL BLAKE & ASSOCIATES INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LOWELL BLAKE & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does Carrie Anne Endries offer?

Carrie Anne Endries specializes in Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Carrie Anne Endries's credentials?

Carrie Anne Endries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Anne Endries located?

Carrie Anne Endries is based in BOSTON, Massachusetts, working with LOWELL BLAKE & ASSOCIATES INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Carrie Anne Endries charge for services?

Carrie Anne Endries's firm is compensated through percentage of aum, hourly charges, subscription fees, other: trustee fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOWELL BLAKE & ASSOCIATES INC.?

LOWELL BLAKE & ASSOCIATES INC. has approximately 8 employees and manages $597M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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