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Arwen Lowbridge

BRIGHT ADVISORS
Pelham, MA
·CRD# 6426874·11 years experience

Professional Summary

Arwen Lowbridge is a registered financial advisor currently at BRIGHT ADVISORS located in Pelham, Massachusetts. Arwen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Arwen has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

BRIGHT ADVISORS·CRD# 338693
RIA
Pelham, MA
February 8, 2026 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
West Hartford, CT
March 25, 2017 - February 2, 2026
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
West Hartford, CT
March 25, 2017 - February 2, 2026
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Pittsfield, MA
July 30, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Pittsfield, MA
March 3, 2015 - March 25, 2017

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Current Firm

BA
BRIGHT ADVISORS

BRIGHT ADVISORS | BRIGHT ADVISORS, LLC

CRD#: 338693 / SEC#: 801-135016
RIA
Registered Investment Advisory firm - SEC (1/5/2026 Approved)

Contact Information

Main Address

4950 S Yosemite St F2 #394, Greenwood Village, CO 80111

Phone Number

(253) 970-4935

# of Employees

2

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIGHT ADV 2A (4/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

178

AUM (Assets Under Management)

$128,231,307

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name: Evenstar Financial LLC Inv rel: Yes Add: At Residential Address Nature: Insurance and Other; Formed to manage business expenses and fixed insurance business Position: Single Owner Start date: 01/17/2022 No. HR/MO: 1 No. HR/MO dur trading: 0 Describe Duties: to conduct and provide financial planning, investment advisory and insurance planning services to individuals and business entities and any and all activities incidental thereto; to engage in any other activity in which a limited liability company organized under the laws of the Commonwealth of Massachusetts may lawfully engage.

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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".
BA
BRIGHT ADVISORS

BRIGHT ADVISORS | BRIGHT ADVISORS, LLC

CRD#: 338693 / SEC#: 801-135016
RIA
Registered Investment Advisory firm - SEC (1/5/2026 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.
IAR
Massachusetts
(2/8/2026)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Arwen Lowbridge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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