Logan Brooks Lowrey | Financial Professional | Stockbridge, Georgia | KINGSWOOD WEALTH ADVISORS, LLC

Professional summary

Logan Brooks Lowrey, who also goes by Logan Lowrey, is a registered financial advisor currently at KINGSWOOD WEALTH ADVISORS, LLC located in Stockbridge, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in New York, New York.

Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Logan has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Lowrey

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) Lowrey Wealth Management - Investment Related - 1061 Eagles Brooke Dr. Locust Grove, GA 30248 - Financial Advice, investments, and life insurance (d/b/a for Securites and Insurance) - Owner - Start date. 5/12/2021 - 100% - 100% - This entity was created to help with taxes now that I am a 1099 employee

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Brooks Lowrey'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

January 4, 2022 - Present

KINGSWOOD WEALTH ADVISORS, LLC

Office #1: 175 Country Club Dr Bldg 400 Suite D, Stockbridge, GA 30281

RIA

CRD#: 288792

Stockbridge, GA

Current

May 19, 2023 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 126 E 56 St Suite 301, New York, NY 10022

BD

CRD#: 250

MCDONOUGH, GA

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".

KW

KINGSWOOD WEALTH ADVISORS, LLC

CRD#: 288792 / SEC#: 801-110755

RIA

Registered Investment Advisory firm - (7/3/2017 Approved)

Arizona

Registered Investment Advisory firm - (1/31/2018 Terminated)

District of Columbia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Maryland

Registered Investment Advisory firm - (3/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (1/26/2018 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

IAR

Alabama
(3/14/2023)

IAR

California
(1/4/2022)

RR

California
(1/4/2024)

IAR

Delaware
(2/6/2024)

IAR

Georgia
(2/9/2022)

RR

Georgia
(5/19/2023)

IAR

Maryland
(1/4/2022)

IAR

Minnesota
(2/10/2022)

RR

Minnesota
(5/19/2023)

IAR

Mississippi
(1/21/2025)

IAR

North Dakota
(2/22/2022)

IAR

South Carolina
(1/4/2022)

RR

South Carolina
(7/25/2023)

IAR

Texas
(8/25/2022)

IAR

Virginia
(2/10/2022)

IAR

Wisconsin
(2/9/2022)

RR

Wisconsin
(5/19/2023)

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.

Current Firm

KW

KINGSWOOD WEALTH ADVISORS, LLC

CRD#: 288792 / SEC#: 801-110755

RIA

Registered Investment Advisory firm - (7/3/2017 Approved)

Arizona

Registered Investment Advisory firm - (1/31/2018 Terminated)

District of Columbia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Maryland

Registered Investment Advisory firm - (3/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (1/26/2018 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

11440 W. Bernardo Court Suite 300, San Diego, CA 92127

Mailing Address

126 E 56th Suite 3l, New York, NY 10022

Phone number

(800) 535-6981

Established

Firm type

Fiscal year end

# of Employees

80

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 (3/26/2025)

WRAP FEE PROGRAM BROCHURE - MARCH 28 2024 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,250
AUM (Assets Under Management)	$ 2,470,940,336

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

Logan B. Lowrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Brooks Lowrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

BENCHMARK ADVISORY SERVICES, LLC

D. BORAL CAPITAL

G.F. INVESTMENT SERVICES, LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CAPE INVESTMENT ADVISORY, INC.

CAPE SECURITIES INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KINGSWOOD WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2010

FINRA

Current Firm

KINGSWOOD WEALTH ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSWOOD WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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