Unclaimed Profile

James Hale Lowell

RWA WEALTH PARTNERS, LLC·NEWTON, Massachusetts

Series 65Clean record24 years registeredRWA WEALTH PARTNERS, LLC

85 WELLS AVENUE, NEWTON, MA 02459CRD# 2771544Firm CRD# 156984

Profile Verification

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

Identity

James Hale Lowell · NEWTON, MA

Registration

CRD #2771544 · RWA WEALTH PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RWA WEALTH PARTNERS, LLC

ADVISER INVESTMENTS

Feb 2012 – Oct 2022

NEWTON, MA

ADVISER INVESTMENTS ACQUISITION CO LLC

Apr 2011 – Dec 2016

NEWTON, MA

ADVISER INVESTMENTS

Jan 2002 – Feb 2012

NEWTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RWA WEALTH PARTNERS, LLC

CRD 156984 · SEC 801-73098

AUM

$15.4B

Regulatory assets under management

Employees

189

19,495 client accounts

Services offered by RWA WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RWA WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Hale Lowell offer?

James Hale Lowell specializes in Financial Planning, Investment Management, Wealth Management.

What are James Hale Lowell's credentials?

James Hale Lowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Hale Lowell located?

James Hale Lowell is based in NEWTON, Massachusetts, last registered with RWA WEALTH PARTNERS, LLC.

How does James Hale Lowell charge for services?

James Hale Lowell's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RWA WEALTH PARTNERS, LLC?

RWA WEALTH PARTNERS, LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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