Unclaimed Profile

Scott A Lowe

AFFINITY WEALTH LLC·CANTON, Ohio

Clean recordAFFINITY WEALTH LLC

4481 MUNSON ST NW, CANTON, OH 44718CRD# 4791932Firm CRD# 285169

Profile Verification

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

Identity

Scott A Lowe · CANTON, OH

Registration

CRD #4791932 · AFFINITY WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott A Lowe is a registered financial advisor based in CANTON, Ohio, affiliated with AFFINITY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AFFINITY WEALTH LLC

AUM

$155M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AFFINITY WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4791932

Firm CRD# 285169

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Frequently Asked Questions

What services does Scott A Lowe offer?

Scott A Lowe specializes in Financial Planning, Investment Management. Contact their office in CANTON, Ohio for a consultation.

What are Scott A Lowe's credentials?

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

Where is Scott A Lowe located?

Scott A Lowe is based in CANTON, Ohio, working with AFFINITY WEALTH LLC. Their office serves clients in the CANTON metropolitan area and surrounding communities.

How does Scott A Lowe charge for services?

Scott A Lowe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFINITY WEALTH LLC?

AFFINITY WEALTH LLC has approximately 6 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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