Charlotte Lowe is a registered investment advisor at Morgan Stanley, based in Woodland Hills, CA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
21650 Oxnard Street, Suite 1800, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charlotte is the chapter head for The W Source, a women's networking group, dedicating a few hours per week to organizing meetings. She also hosts entertainment events, spending minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations27 states
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