Best Investors Account Sign in

Kieran James Lowry

Captrust

Ashburnham, MA

CRD 6302657

Claim This Profile
Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-12-08
  • MA RA
    APPROVED
    Since 2022-12-08

Branch Locations

Ashburnham, MA • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Raleigh NC 10/2015 11/2016
Wells Fargo Clearing Services, Llc Raleigh NC 11/2016 09/2022
Capfinancial Partners Llc (Captrust) Raleigh NC 09/2022 Present
Capfinancial Securities Llc Raleigh NC 09/2022 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Raleigh, NC
  • 11/2016 → 09/2022
    Wells Fargo Clearing Services, Llc
    Raleigh, NC
  • 09/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 09/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-19
  • S63 Uniform Securities Agent State Law Examination
    2014-04-19
Other Names
  • Kieran James Lowry
  • Kieran James Lowry

View on SEC IAPD

More in Ashburnham, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor