RL
Richard W. Lowrie
PARK EDGE ADVISORS
CLEVELAND, OH 44113
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CRD#: 1880589
RL
Professional summary
Richard Wayne Lowrie JR, who also goes by Richard W Lowrie Jr, is a registered financial advisor currently at PARK EDGE ADVISORS, LLC located in Cleveland, Ohio.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Richard has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard W Lowrie Jr
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.
1. Put Growth First - non profit economic policy advisory and advocacy 2. Berson Sokol Agency, Inc., Start Date: 11/10/2020, 23500 Mercantile Rd., Ste. C, Beachwood, OH 44122, Corporation, Insurance Agency, Client, Non-brokerage Insurance Business, Not Investment Related, 8 Hours per month, 0.5 Hours per day during trading hours. 3. Richard Wayne Lowrie Jr volunteers at Institudo de Libertad Economica; Business investment related: No; Location of the business: PO Box 363232 San Juan PR 00936 Puerto Rico; Description of the business: The Puerto Rico Institute for Economic Liberty is a non-partisan, nonprofit (1101.01 (a)(2)(B), 501(c)(3)) organization founded in 2019, which was born out of a genuine desire to find a new way for residents of Puerto Rico to move forward. This new path must be focused on equal opportunities, where effort and merit are rewarded, and all people are empowered to accomplish their goals and achieve the kind of lives they value; Responsibilities Duties: Strategic Outreach Coordinator; Start date with business: 2024-10-09; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10. 4. name; Applewood Centers - Board of Trustees; investment-related; NO; address; 2525 E 22nd St Cleveland OH 44115 USA; nature business; Private non-profit organization serving the mental health, behavioral health, and educational needs of children, adolescents and their families throughout Northeast Ohio; position; Member of the board of trustees; start date; 2025-07-01; hours/month devoted to business; 2; hours devoted to business during securities trading hours; 2
CRS (Client Relationship Summary) - RIA
Click below to view Richard Wayne Lowrie JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2022 - Present
PARK EDGE ADVISORS, LLC
Office #1: 2360 W 11th St, Cleveland, OH 44113Office #2: 90 Candelero Drive Apt 101, Humacao, PR 00791RIA
CRD#: 317521
CLEVELAND, OH
Past
April 23, 2021 - July 29, 2022
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Gates Mills, OH
Past
September 30, 2020 - November 30, 2022
STRATOS WEALTH ADVISORS LLC
RIA
CRD#: 283816
Gates Mills, OH
Past
January 19, 2017 - September 30, 2020
MCDONALD PARTNERS LLC
RIA
CRD#: 135414
CLEVELAND, OH
Past
January 19, 2017 - September 30, 2020
MCDONALD PARTNERS LLC
BD
CRD#: 135414
CLEVELAND, OH
Past
March 3, 2008 - January 11, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PEPPER PIKE, OH
Past
February 29, 2008 - January 11, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PEPPER PIKE, OH
Past
February 9, 2007 - March 12, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BEACHWOOD, OH
Past
February 9, 2007 - March 12, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BEACHWOOD, OH
Past
October 18, 1999 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
RIA
CRD#: 566
BEACHWOOD, OH
Past
March 26, 1992 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
BEACHWOOD, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PE
PARK EDGE ADVISORS, LLC
PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC
CRD#: 317521 / SEC#: 801-125820
RIA
Registered Investment Advisory firm - (6/6/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(6/22/2022)
IAR
Puerto Rico(5/17/2024)
IAR
Texas(5/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PE
PARK EDGE ADVISORS, LLC
PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC
CRD#: 317521 / SEC#: 801-125820
RIA
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Contact information
Main Address
2360 W 11th St, Cleveland, OH 44113
Mailing Address
Phone number
(216) 727-0144
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 821 |
| AUM (Assets Under Management) | $ 438,144,994 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
