Victoria E 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 → 01/2019
  Ubs Financial Services
  Coral Gables, FL
• 03/2023 → Present
  Morgan Stanley
  Aventura, FL
• 01/2019 → 01/2023
  Empowered Worth
  Miami, FL

Previous Registrations

• 2017-02-16 → 2019-01-11
  Ubs Financial Services Inc.
  Coral Gables, FL
  Miami, FL
  Coral Gables, FL

Other Businesses

*556040 - LOK Residential LLC; Investment related - Yes; Windermere, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 5; Property Management *619628 - Wadsworth Residential Corp; Investment related: Yes; St. Peterburg, Florida; Real Estate; Officer(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 10; Administrative:Check Signing/Funds Disbursements *619979 - DML Residential LLC; Investment related: Yes; St, Petersburg, Florida; Real Estate; Officer(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 10; Administrative *619988 - FML Residential LLC; Investment related: No; St. Petersburg, Florida; Real Estate; Officer(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 10; Administrative *680483- Topaces Consulting LLC; Investment related: No; St. Petersburg, Florida; Business Management; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05-2026; During business hours: 0; After business hours: 10; Administrative; Accounting/Bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-28
• S63 Uniform Securities Agent State Law Examination
  2024-06-18
• S66 Uniform Combined State Law Examination
  2017-02-15

Other Names

• Victoria Lowell
• Victoria Eugenia Lowell
• Victoria Eugenia De Rojas