AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SL

Stephen W. Lowther

Some features on this profile are disabled
CRD#: 1266959
SL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Wayne Lowther, who also goes by Stephen W Lowther, Steve Lowther, Steven Wayne Lowther, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1984. Stephen had worked at 15 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen W Lowther | Steve Lowther | Steven Wayne Lowther

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2012 - June 29, 2015

CAPE SECURITIES INC.

BD
CRD#: 7072
DALLAS, GA
Past

October 25, 2011 - November 30, 2011

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
RICHMOND, VA
Past

November 21, 2009 - September 6, 2011

FIRST UNION SECURITIES, INC.

BD
CRD#: 129502
TAMPA, FL
Past

February 21, 2008 - September 4, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FORT MYERS, FL
Past

February 20, 2008 - September 4, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT MYERS, FL
Past

April 5, 2007 - March 5, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
TAMPA, FL
Past

February 13, 2007 - March 5, 2008

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
TAMPA, FL
Past

November 15, 2005 - February 20, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
MEMPHIS, TN
Past

October 25, 2005 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
SARASOTA, FL
Past

February 11, 2005 - November 7, 2005

LOWTHER & CO., INC.

RIA
CRD#: 127250
PEACHTREE CITY, GA
Past

January 23, 2004 - December 31, 2004

LOWTHER & CO., INC.

RIA
CRD#: 127250
PEACHTREE CITY, GA
Past

August 14, 2003 - December 31, 2003

LOWTHER & CO., INC.

RIA
CRD#: 127250
PEACHTREE CITY, GA
Past

July 12, 1999 - October 4, 2005

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

March 9, 1998 - June 30, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 14, 1994 - March 10, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 3, 1991 - December 5, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 3, 1991 - December 5, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 11, 1984 - July 17, 1991

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 11, 1984 - July 17, 1991

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/17/2006
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/22/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/1999
General Securities Principal Examination

Current Firm


CS
CAPE SECURITIES INC.
CAPE SECURITIES INC.

CRD#: 7072 / SEC#: , 8-20747

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Phone number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPE SECURITIES INC.

CRD#: 7072

TRUST BUT VERIFY

Monitor Stephen Lowther

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics