Michael S. Lowenberg
Professional summary
Michael Scott Lowenberg is a registered financial professional currently at WHITE MOUNTAIN CAPITAL, LLC located in Bay Harbor Islands, Florida.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2020. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Scott Lowenberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2004 - Present
WHITE MOUNTAIN CAPITAL, LLC
Office #1: 9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154Office #2: 9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154January 13, 2022 - December 5, 2023
MODERN CAPITAL ADVISORS, LLC
January 13, 2022 - April 13, 2026
MODERN CAPITAL MANAGEMENT, CO.
September 1, 2021 - December 31, 2021
MODERN CAPITAL MANAGEMENT, CO.
July 8, 2020 - December 31, 2021
MODERN CAPITAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/28/2007)
(1/18/2007)
(11/16/2007)
(9/5/2007)
(3/25/2008)
(11/4/2004)
(9/2/2005)
(11/3/2025)
(1/3/2011)
(1/2/2008)
(5/1/2008)
(11/3/2025)
(2/11/2011)
(4/21/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 10/29/2019
Investment Banking Registered Representative ExaminationFINRA
Current Firm
WHITE MOUNTAIN CAPITAL, LLC
CRD#: 104123 / SEC#: , 8-52572
Contact information
FINRA licenses (22 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MONTALBANO, PETER ANTHONY | CHIEF EXECUTIVE OFFICER/GSP/SROP/MP/MEMBER | 2208686 |
| TOWNLINE BEACH INC | MEMBER | |
| LOWENBERG, MICHAEL SCOTT | CHIEF FINANCIAL OFFICER/FINOP/MEMBER | 2505584 |
| LUCHKIW, RENEE L. | CHIEF COMPLIANCE OFFICER/MEMBER | 4299713 |
| MONTALBANO,EILEEN | MEMBER | |
| RUMPOINT, INC | MEMBER | |
| BONAVENTURE INVESTMENTS, LP | MEMBER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
WHITE MOUNTAIN CAPITAL, LLC
CRD#: 104123Bay Harbor Islands, FL 33154TRUST BUT VERIFY
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