Unclaimed Profile

Thomas Lowe

ASCENSUS INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts

SIE, Series 7, Series 24, Series 50, Series 54, Series 63, Series 66Clean record5 years registeredASCENSUS INVESTMENT ADVISORS, LLC

95 WELLS AVENUE, NEWTON, MA 02459CRD# 3089857Firm CRD# 120632

Profile Verification

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

Identity

Thomas Lowe · NEWTON, MA

Registration

CRD #3089857 · ASCENSUS INVESTMENT ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

ASCENSUS INVESTMENT ADVISORS, LLC

Nov 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 50

Series 54

Series 63

Series 66

Registration record

First registered · November 17, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENSUS INVESTMENT ADVISORS, LLC

CRD 120632 · SEC 801-61492

AUM

$9.9B

Regulatory assets under management

Employees

10 client accounts

Services offered by ASCENSUS INVESTMENT ADVISORS, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at ASCENSUS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Lowe offer?

Thomas Lowe specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.

What are Thomas Lowe's credentials?

Thomas Lowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Lowe located?

Thomas Lowe is based in NEWTON, Massachusetts, working with ASCENSUS INVESTMENT ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Thomas Lowe charge for services?

Thomas Lowe's firm is compensated through percentage of aum, other: percentage of program management fee and percentage of aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENSUS INVESTMENT ADVISORS, LLC?

ASCENSUS INVESTMENT ADVISORS, LLC has approximately 47 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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