William J. Lowrie

PENNINGTON PARTNERS & CO.

BETHESDA, MD 20814

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CRD#: 6529328

Professional summary

William Joseph Lowrie, who also goes by Will Lowrie, is a registered financial advisor currently at PENNINGTON PARTNERS & CO., LLC located in Bethesda, Maryland.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Lowrie

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) - RIA

Click below to view William Joseph Lowrie'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

June 8, 2023 - Present

PENNINGTON PARTNERS & CO., LLC

Office #1: 7500 Old Georgetown Road Suite 705, Bethesda, MD 20814

RIA

CRD#: 282688

BETHESDA, MD

Past

August 25, 2016 - December 5, 2017

MEDALLION WEALTH ADVISORS, LLC

RIA

CRD#: 156064

FARMINGTON, CT

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".

PENNINGTON PARTNERS & CO., LLC

CRD#: 282688 / SEC#: 801-107210

RIA

Registered Investment Advisory firm - (1/28/2016 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/8/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2023

Uniform Investment Adviser Law Examination

Current Firm

PENNINGTON PARTNERS & CO., LLC

CRD#: 282688 / SEC#: 801-107210

RIA

Registered Investment Advisory firm - (1/28/2016 Approved)

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Contact information

Main Address

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814

Mailing Address

Phone number

(202) 370-6435

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PENNINGTON PARTNERS ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,026
AUM (Assets Under Management)	$ 3,952,033,573

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/27/2025	Cover Page	Report
03/07/2024	Cover Page	Report
03/27/2023	Cover Page	Report

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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William J. Lowrie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Lowrie's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENNINGTON PARTNERS & CO., LLC

MEDALLION WEALTH ADVISORS, LLC

Primary Firm SEC Registration

PENNINGTON PARTNERS & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2023

Current Firm

PENNINGTON PARTNERS & CO., LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PENNINGTON PARTNERS & CO., LLC

TRUST BUT VERIFY

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