Unclaimed Profile

Carolyn Oakley Lowe

STONERIDGE INVESTMENT PARTNERS LLC·MALVERN, Pennsylvania

Clean recordSTONERIDGE INVESTMENT PARTNERS LLC

301 LINDENWOOD DRIVE, MALVERN, PA 19355CRD# 6546504Firm CRD# 109261

Profile Verification

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

Identity

Carolyn Oakley Lowe · MALVERN, PA

Registration

CRD #6546504 · STONERIDGE INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carolyn Oakley Lowe is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with STONERIDGE INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

Speak with Carolyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carolyn is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

STONERIDGE INVESTMENT PARTNERS LLC

STONERIDGE INVESTMENT PARTNERS

AUM

$243M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONERIDGE INVESTMENT PARTNERS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6546504

Firm CRD# 109261

View on FINRA BrokerCheck →

Looking for a financial advisor in MALVERN?

Browse all registered financial advisors in MALVERN, Pennsylvania or claim this profile if it's yours.

Browse MALVERN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Carolyn Oakley Lowe offer?

Carolyn Oakley Lowe specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Carolyn Oakley Lowe's credentials?

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

Where is Carolyn Oakley Lowe located?

Carolyn Oakley Lowe is based in MALVERN, Pennsylvania, working with STONERIDGE INVESTMENT PARTNERS LLC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Carolyn Oakley Lowe charge for services?

Carolyn Oakley Lowe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONERIDGE INVESTMENT PARTNERS LLC?

STONERIDGE INVESTMENT PARTNERS LLC has approximately 10 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →