Marc V. Lowe
Professional summary
Marc Victor Lowe, CFP®, who also goes by Marc VIctor Lowe, Marc Lowe, is a registered financial advisor currently at IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY located in Waterford, Connecticut.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Marc has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Victor Lowe's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
January 2, 2025 - Present
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
Office #1: 161 Boston Post Rd. Suite 4 Office 5, Waterford, CT 06385May 12, 2020 - April 24, 2024
FISHER INVESTMENTS
August 4, 2017 - February 19, 2020
CHARLES SCHWAB & CO., INC.
August 4, 2017 - February 19, 2020
CHARLES SCHWAB & CO., INC.
December 14, 2015 - July 24, 2017
SPARTAN CAPITAL SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
Exams
Current Firm
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
CRD#: 332715 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 708,000 |
Red Flags
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