Thomas Lowe

Current Employers

Employment History

• 10/1995 → 12/2017
  Fidelity Investments Institutional Services Company, Inc.
  Boston, MA
• 08/2018 → Present
  Ascensus
  Newton, MA
• 01/2018 → 08/2018
  Unemployed
  Boston, MA

Other Businesses

1. applicant receives rental income from (i) real estate located in Boston, MA; (ii) parking spots located in Boston, MA; and (iii) real estate located in Newport, RI.  Applicant has been engaged in rent collection and administrative paperwork since June 2000 for the Boston property, November 2020 for the parking spots, and August 2000 for the Newport property.  Approximately 4 hours per month is dedicated to the rent collection activity which is not performed during Ascensus working hours. 2. Applicant serves as Trustee for two family trusts. In this position, applicant manages investments in the trusts and oversees the usage of the trust funds. Applicant devotes approximately 4 hours a month in this position. The hours associated with this activity do not conflict with Ascensus business hours. 3. Applicant is employed by the firm's parent, Ascensus, LLC.  In addition to his association with the member firm, he also serves as an officer of the firm's affiliate, Ascensus Investment Advisors, LLC.  This association is part of the applicant's full-time execution of his Ascensus job responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-06
• S63 Uniform Securities Agent State Law Examination
  1998-07-21

Other Names

• Thomas W Lowe