Carlos Lowell is a CFP-designated registered investment advisor at Morgan Stanley, based in Aventura, FL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
Carlos is involved with several organizations, including the University of Miami, foodastherapy.com, and Baptist Health South Florida. He also has ownership roles in multiple real estate entities: LOK Residential LLC, Wadsworth Residential Corp, DML Residential LLC, and FML Residential LLC.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Goldman, Sachs & CO.Broker
State Registrations14 states
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