Raven Lafaye Lowther

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-12-20
FL	RA	APPROVED	2024-12-19

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	11/2022	Present
Clean Energy Resolutions Llc	Jacksonville	FL	02/2022	11/2022
Dunkin' Donuts	Jacksonville	FL	09/2020	04/2022
Chipotle	Jacksonville	FL	08/2019	09/2020
Unemployed	Jacksonville	FL	01/2016	08/2019

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
02/2022 → 11/2022

Clean Energy Resolutions Llc

Jacksonville, FL
09/2020 → 04/2022

Dunkin' Donuts

Jacksonville, FL
08/2019 → 09/2020

Chipotle

Jacksonville, FL
01/2016 → 08/2019

Unemployed

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-17

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