Burns M. Lowry

EASTERLY INVESTMENT PARTNERS LLC

Atlanta, GA

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CRD#: 2171763

Professional summary

Burns Mcneil Lowry Jr, CIMA®, CPWA®, who also goes by Burns Mcneil Lowry Jr, Burns Mcneil Lowry Jr., Burns Mcneil Lowry, Burns Jr. Mcneil Lowry, Mac Lowry Jr, Burns Mcneil Lowry Jr, is a registered financial advisor currently at EASTERLY INVESTMENT PARTNERS LLC located in Atlanta, Georgia and EASTERLY SECURITIES LLC located in Beverly, Massachusetts.

Burns is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Burns has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

Easterly Investment Partners LLC - Investment related, Registered Investment Adviser 138 Conant St., Beverly, MA 01915 Senior Vice President (Sales and Investor Relations) 04/01/2021 Average 80 hours/month, all during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Burns Mcneil Lowry Jr's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Experience

Current

December 15, 2023 - Present

EASTERLY INVESTMENT PARTNERS LLC

RIA

CRD#: 299607

Atlanta, GA

Current

August 25, 2020 - Present

EASTERLY SECURITIES LLC

Office #1: 138 Conant Street Suite 100, Beverly, MA 01915

CRD#: 281103

Beverly, MA

Past

November 28, 2018 - August 5, 2020

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

Atlanta, GA

Past

April 12, 2017 - January 7, 2019

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

August 31, 2016 - August 5, 2020

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

May 6, 2013 - April 18, 2016

BLACKROCK FUND ADVISORS

RIA

CRD#: 105247

NEW YORK, NY

Past

May 6, 2013 - April 18, 2016

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

April 23, 2008 - March 19, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

February 7, 2007 - March 19, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 20, 2005 - January 5, 2007

BOFA DISTRIBUTORS, INC.

CRD#: 30683

MIAMI, FL

Past

May 5, 2005 - January 5, 2007

BOFA ADVISORS, LLC

RIA

CRD#: 107900

TAMPA, FL

Past

April 28, 2005 - August 20, 2005

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

June 6, 2003 - April 5, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COSTA MESA, CA

Past

January 21, 1998 - April 5, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 17, 1996 - December 9, 1996

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

November 2, 1993 - September 30, 1994

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

January 20, 1992 - October 13, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

EASTERLY INVESTMENT PARTNERS LLC

E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA

Registered Investment Advisory firm - (1/28/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/9/2024)

Florida
(8/25/2020)

Georgia
(12/15/2023)

IAR

Georgia
(12/15/2023)

Kentucky
(11/8/2023)

Massachusetts
(1/4/2023)

Mississippi
(11/8/2023)

North Carolina
(11/8/2023)

South Carolina
(11/20/2023)

Tennessee
(1/3/2024)

Virginia
(1/25/2024)

West Virginia
(1/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/25/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/28/2001

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

EASTERLY INVESTMENT PARTNERS LLC

E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

138 Conant Street Suite 100, Beverly, MA 01915

Mailing Address

Phone number

(617) 231-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EASTERLY INVESTMENT PARTNERS LLC 2024 PART 2A BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	274
AUM (Assets Under Management)	$ 3,054,234,330

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/06/2025	Cover Page	Report
02/23/2024	Cover Page	Report
03/08/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Burns M. Lowry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Burns Mcneil Lowry Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTERLY SECURITIES LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BLACKROCK FUND ADVISORS

BLACKROCK INVESTMENTS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

BOFA DISTRIBUTORS, INC.

BOFA ADVISORS, LLC

BACAP DISTRIBUTORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MUTUAL SERVICE CORPORATION

FIRST UNION BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

EASTERLY INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2003

Series 63

Date: 8/20/1992

SIE

Date: 10/1/2018

Series 7

Date: 1/17/1992

Series 10

Date: 6/25/2001

Series 9

Date: 3/28/2001

FINRA

Current Firm

EASTERLY INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EASTERLY INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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