Eric A Lowrey

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 11/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 11/2012 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*91040 ENTITY TYPE: FOR-PROFIT ORGANIZATION NAME: XXXX Galt Ocean Drive, Apt XXXX INVESTMENT RELATED: NO ADDRESS OF BUSINESS: FT LAUDERDALE, FLORIDA 33308 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 3/15/2016 NUMBER OF HOURS DEVOTED: 1 HOUR QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS AN INCOME PROPERTY THAT I RENT. IT USED TO BE A SECOND HOME. I*: 358463 Entity Type: Charitable Name of OBA: The Massachusetts 9/11 Fund Inc. Address: Boston, Massachusetts, 02110 Investment Related: No Position, Title, Association: Vice President Employee Start Date: 7/1/2023 Number of Hours: 1 hr mthy Number of Hours during trading: 0 Duties: The Massachusetts 9/11 Fund is a non-profit corporation devoted to supporting families with ties to Massachusetts who lost loved ones in the terrorist attacks of September 11, 2001, and ensuring that those lost on 9/11 are not forgotten. Our mission is to commemorate, educate and remember.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-22
• S65 Uniform Investment Adviser Law Examination
  1995-05-01
• S63 Uniform Securities Agent State Law Examination
  1994-12-12

Other Names

• Eric Lowrey
• Eric Albert Lowrey