Carlos Eugenio Lowell

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 05/2022
  Ubs Financial Services Inc.
  Coral Gables, FL
• 05/2022 → Present
  Morgan Stanley Smith Barney Llc
  Aventura, FL
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-06-26 → 2022-05-24
  Ubs Financial Services Inc.
  Coral Gables, FL
• 2009-06-01 → 2012-07-03
  Morgan Stanley
  Aventura, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Aventura, FL
  Purchase, NY
  Miami, FL
• 2001-12-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Miami, FL

Other Businesses

(3) *502650 : Baptist Health South Florida ; Investment related : No ; Coral Gables ; Florida ; Health and Welfare ; Board Member:Finance Committee:Investment Committee:Other Committee:Audit (proprietor, partner, officer, director, employee, trustee, agent) ; 1/2000 ; During business hours : 2 ; After business hours : 3 ; All Committee positions are purely advisory with no decision making power. Board Member position is also advisory. *556042 - LOK Residential LLC; Investment related: Yes; Windermere, Florida; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 1; After business hours: 4; Property Management *621080 - Wadsworth Residential Corp; Investment related: Yes; St. Petersburg, Florida; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 1; After business hours: 0; Administrative *621082 - DML Residential LLC; Investment related: Yes; St. Petersburg, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 1; After business hours: 0; Administrative *621084-  FML Residential LLC; Investment related-Yes; St. Petersburg, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 1; After business hours: 0; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Designations

• Certified Financial Planner

Other Names

• Carlos Eugenio Vogt Lowell