Brian Lee Lowenthal

West Palm Beach, FL

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-17

FL RA
APPROVED

Since 2026-02-17

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Palm Beach	FL	10/2014	02/2026
Morgan Stanley Smith Barney Llc	West Palm Beach	FL	02/2026	Present
Morgan Stanley Private Bank, N.A.	New York	NY	04/2026	Present

10/2014 → 02/2026

Ubs Financial Services Inc.

Palm Beach, FL
02/2026 → Present

Morgan Stanley Smith Barney Llc

West Palm Beach, FL
04/2026 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2014-10-20 → 2026-02-24

Ubs Financial Services Inc.

West Palm Beach, FL

Palm Beach Gardens, FL
2009-01-22 → 2014-11-14

Barclays Capital Inc.

Palm Beach, FL
2007-10-02 → 2008-10-15

Lehman Brothers Inc.

Palm Beach, FL

New York, NY
2004-03-23 → 2007-10-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Palm Beach, FL

West Palm Beach, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-03-17

S66 Uniform Combined State Law Examination

2004-03-17

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

SCOTT BERNARD ARENTSEN

NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL

MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL

TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

SUNRISE MANAGER LLC · WEST PALM BEACH, FL

SRT GROUP LLC · WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

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