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PL

Peter W. Lowden

SYON CAPITAL LLC
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 2458080
PL

Professional summary

Peter Wade Lowden, CFA, who also goes by Peter Lowden, is a registered financial advisor currently at SYON CAPITAL LLC located in San Francisco, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Peter has worked at 9 firms and has passed the Series 63, Series 65, Series 3 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Lowden

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) Peter Lowden is registered as an investment adviser representative of Karp Capital Management Corporation for transition purposes only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Wade Lowden'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®
CFA

Chartered Financial Analyst

Experience

Current

April 18, 2024 - Present

SYON CAPITAL LLC

Office #1: 555 Montgomery St. Ste 1250, San Francisco, CA 94111
RIA
CRD#: 322776
San Francisco, CA
Past

November 1, 2022 - January 26, 2024

COMPOSITION WEALTH, LLC

RIA
CRD#: 143483
Sausalito, CA
Past

March 7, 2022 - December 31, 2022

KARP CAPITAL MANAGEMENT CORPORATION

RIA
CRD#: 131834
Sausalito, CA
Past

August 15, 2017 - January 14, 2022

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 166003
WALNUT CREEK, CA
Past

April 13, 2012 - September 4, 2015

THE ENRICHMENT GROUP, INC.

RIA
CRD#: 105823
MIAMI, FL
Past

November 24, 2008 - December 31, 2008

ASCENTIA CAPITAL PARTNERS, LLC

RIA
CRD#: 130651
RENO, NV
Past

March 9, 2007 - December 31, 2007

ASCENTIA CAPITAL PARTNERS, LLC

RIA
CRD#: 130651
RENO, NV
Past

November 9, 2000 - July 31, 2003

SIERRA NEVADA INVESTMENT MANAGEMENT

RIA
CRD#: 123136
RENO, NV
Past

March 10, 2000 - February 9, 2007

SCHULTZ FINANCIAL GROUP INCORPORATED

RIA
CRD#: 108724
RENO, NV
Past

December 11, 1995 - May 20, 1996

HUTCHINSON SECURITIES

BD
CRD#: 10160
SAN FRANCISCO, CA

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".
SC
SYON CAPITAL LLC
SYON | SYON LLC | SYON CAPITAL LLC

CRD#: 322776 / SEC#: 801-126386

RIA
Registered Investment Advisory firm - (8/12/2022 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
California
(4/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/12/1995
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/4/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 8/12/1996
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 6
Date: 9/12/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SC
SYON CAPITAL LLC
SYON | SYON LLC | SYON CAPITAL LLC

CRD#: 322776 / SEC#: 801-126386

RIA
Registered Investment Advisory firm - (8/12/2022 Approved)
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Contact information

Main Address
555 Montgomery St. Ste 1250, San Francisco, CA 94111
Mailing Address
Phone number
(415) 520-7966
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYON CAPITAL ADV PART 2A 03-26-2025 (4/29/2025)

Regulatory assets under management

Total Number of Accounts869
AUM (Assets Under Management)$ 2,933,416,209

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

SYON CAPITAL LLC

CRD#: 322776San Francisco, CA 94111

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