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SL

Samantha Lowry

ABERDEEN FUND DISTRIBUTORS
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 2675566
SL

Professional summary

Samantha Lowry, who also goes by Samantha M Lowry, Samantha Marie Lowry, Lowry, is a registered financial professional currently at ABERDEEN FUND DISTRIBUTORS, LLC located in Philadelphia, Pennsylvania.

Samantha is registered as a RR (Registered Representative) and started their career in finance in 2001. Samantha has worked at 6 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Samantha M Lowry | Samantha Marie Lowry | Lowry

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) - BD

Click below to view Samantha Lowry'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®
None

Experience

Current

April 8, 2025 - Present

ABERDEEN FUND DISTRIBUTORS, LLC

Office #1: 1900 Market Street Suite 200, Philadelphia, PA 19103
BD
CRD#: 146230
Philadelphia, PA
Past

January 29, 2024 - April 7, 2025

PENNHAVEN BROKERAGE PARTNERS, LLC

BD
CRD#: 309708
DOYLESTOWN, PA
Past

January 4, 2018 - December 14, 2020

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

July 17, 2017 - August 29, 2017

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Philadelphia, PA
Past

August 12, 2008 - April 14, 2014

ABERDEEN FUND DISTRIBUTORS, LLC

BD
CRD#: 146230
PHILADELPHIA, PA
Past

January 23, 2007 - August 18, 2008

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PHILADELPHIA, PA
Past

October 31, 2005 - March 21, 2006

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

November 7, 2001 - April 5, 2002

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

BD
CRD#: 40644
JENKINTOWN, PA
Past

February 26, 2001 - September 28, 2001

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA

State Registrations and Notice Filings

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

RR
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

RR
Alabama
(5/13/2025)
RR
Alaska
(5/15/2025)
RR
Arizona
(5/27/2025)
RR
Arkansas
(5/20/2025)
RR
California
(5/13/2025)
RR
Colorado
(5/30/2025)
RR
Connecticut
(4/9/2025)
RR
Delaware
(5/14/2025)
RR
District of Columbia
(5/19/2025)
RR
Florida
(4/8/2025)
RR
Georgia
(5/14/2025)
RR
Hawaii
(5/14/2025)
RR
Idaho
(4/14/2025)
RR
Illinois
(5/13/2025)
RR
Indiana
(5/20/2025)
RR
Iowa
(5/19/2025)
RR
Kansas
(5/14/2025)
RR
Kentucky
(5/13/2025)
RR
Louisiana
(5/14/2025)
RR
Maine
(5/15/2025)
RR
Maryland
(5/16/2025)
RR
Massachusetts
(5/14/2025)
RR
Michigan
(5/13/2025)
RR
Minnesota
(5/13/2025)
RR
Mississippi
(5/13/2025)
RR
Missouri
(5/13/2025)
RR
Montana
(5/13/2025)
RR
Nebraska
(5/13/2025)
RR
Nevada
(5/13/2025)
RR
New Hampshire
(5/13/2025)
RR
New Jersey
(5/13/2025)
RR
New Mexico
(5/13/2025)
RR
New York
(5/13/2025)
RR
North Carolina
(5/13/2025)
RR
North Dakota
(5/19/2025)
RR
Ohio
(5/13/2025)
RR
Oklahoma
(5/13/2025)
RR
Oregon
(5/18/2025)
RR
Pennsylvania
(5/13/2025)
RR
Puerto Rico
(4/28/2025)
RR
Rhode Island
(5/14/2025)
RR
South Carolina
(5/13/2025)
RR
South Dakota
(5/15/2025)
RR
Tennessee
(5/14/2025)
RR
Texas
(5/13/2025)
RR
Utah
(5/13/2025)
RR
Vermont
(5/13/2025)
RR
Virgin Islands
(5/13/2025)
RR
Virginia
(5/14/2025)
RR
Washington
(5/13/2025)
RR
West Virginia
(5/19/2025)
RR
Wisconsin
(5/13/2025)
RR
Wyoming
(5/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/12/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/29/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/23/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ABERDEEN FUND DISTRIBUTORS, LLC
ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230 / SEC#: , 8-67799

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Mailing Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Phone number
(215) 405-5700
Established
Delaware since 10/31/2007
Firm type
Limited Liability Company
Fiscal year end
December
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#
ABRDN, INC.SOLE MEMBER
DUNN, STEVEN BOYDCHIEF EXECUTIVE OFFICER2203356
HETTEL, KENDRA ANNACHIEF COMPLIANCE OFFICER6164999
KIRSCHENBLATT, CHAD ETHANCHIEF FINANCIAL OFFICER/FINOP2503352

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

ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230Philadelphia, PA 19103

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