SL
Scott A. Lowe
AFFINITY WEALTH LLC
Canton, OH 44718
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CRD#: 4791932
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Professional summary
Scott A Lowe is a registered financial advisor currently at AFFINITY WEALTH LLC located in Canton, Ohio.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Scott has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)INSURANCE BROKERAGE DBA THE AFFINITY GROUP; 1401 S MAIN ST, STE 203, CANTON OH; INVESTMENT-RELATED, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: MARCH 2009, APPROX. NUMBER OF HOURS/MONTH: 160 THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: 160, DUTIES: INSURANCE SALES AND SERVICE.
2)RENTAL PROPERTY - DBA: SAL INVESTMENT PROPERTIES, MARKETING NAME: CUSTOM STARK HOMES, NOT INVESTMENT-RELATED, 2656 MACNAUGHTEN ST NW, N CANTON, OH, RENTAL UNITS, OVERSEER ON RENOVATIONS, OWNER, START DATE: JULY 2005, APPROX. NUMBER OF HOURS/MONTH: 8, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS:8, DUTIES: OVERSEE THE RENOVATION ON SINGLE FAMILY RENTAL UNITS.
3)DBA SSSL INVESTMENT PROPERTIES LLC, NOT INVESTMENT-RELATED, 2656 MACNAUGHTEN ST NW, N CANTON OH, RENTAL PROPERTY, OWNER, START DATE: DECEMBER 2007, APPROX. NUMBER OF HOURS/MONTH: 2, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS:0, DUTIES: COLLECTION AND RECORD KEEPING OF RENT RECEIPTS.
CRS (Client Relationship Summary) - RIA
Click below to view Scott A Lowe'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
October 25, 2016 - Present
AFFINITY WEALTH LLC
Office #1: 4481 Munson St Nw Suite 302, Canton, OH 44718RIA
CRD#: 285169
Canton, OH
Past
October 25, 2016 - December 31, 2020
AFFINITY WEALTH LLC
RIA
CRD#: 285169
CANTON, OH
Past
November 19, 2014 - December 6, 2016
INTEGRATED WEALTH MANAGEMENT, INC.
RIA
CRD#: 141092
NORTH CANTON, OH
Past
April 3, 2012 - October 1, 2014
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
NORTH CANTON, OH
Past
March 8, 2012 - October 1, 2014
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
NORTH CANTON, OH
Past
March 4, 2010 - February 9, 2012
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
NORTH CANTON, OH
Past
March 4, 2010 - February 9, 2012
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NORTH CANTON, OH
Past
September 9, 2004 - March 13, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CANTON, 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".
AW
AFFINITY WEALTH LLC
AFFINITY WEALTH LLC | THE AFFINITY GROUP | AFFINITY WEALTH MANAGEMENT LTD
CRD#: 285169 / SEC#: 801-131529
RIA
Registered Investment Advisory firm - (11/29/2024 Approved)Ohio
Registered Investment Advisory firm - (9/17/2025 Terminated)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(10/25/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AFFINITY WEALTH LLC
AFFINITY WEALTH LLC | THE AFFINITY GROUP | AFFINITY WEALTH MANAGEMENT LTD
CRD#: 285169 / SEC#: 801-131529
RIA
Registered Investment Advisory firm - (11/29/2024 Approved)Ohio
Registered Investment Advisory firm - (9/17/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4481 Munson St Nw Suite 302, Canton, OH 44718
Mailing Address
Phone number
(330) 526-8412
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,516 |
| AUM (Assets Under Management) | $ 166,970,916 |
Red Flags
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Company Information
AFFINITY WEALTH LLC
CRD#: 285169Canton, OH 44718TRUST BUT VERIFY
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