Fred W. Lowry

BRIGHTPATH WEALTH ADVISORS LLC

Raleigh, NC 27606

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CRD#: 7354612

Professional summary

Fred Wilson Lowry III, who also goes by Fred Lowry, is a registered financial advisor currently at BRIGHTPATH WEALTH ADVISORS LLC located in Raleigh, North Carolina.

Fred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Fred has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fred Lowry

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)FRED LOWRY, SOLE PROPRIETOR; INVESTMENT RELATED; RALEIGH, NC; INSURANCE SALES; START DATE 01/2020; APPROX 40 HRS/MONTH, 0 DURING SECURITIES TRADING 2)TRIVECTA; NOT-INVESTMENT RELATED; STATESVILLE, NC; SPA/FACIAL SALES; CONSULTANT; START DATE 01/2018; LESS THAN 1% OF TIME SPENT 3) WAKE TECH COMMUNITY COLLEGE; NOT INVESTMENT RELATED; RALEIGH, NC; COMMUNITY COLLEGE; ADJUNCT PROFESSOR; START DATE 04/2020; APPROX 1 HR/MONTH, 0 HRS DURING SECURITIES TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fred Wilson Lowry III'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®

None

Experience

Current

March 23, 2021 - Present

BRIGHTPATH WEALTH ADVISORS LLC

Office #1: 5540 Centerview Dr. Suite 200, Raleigh, NC 27606

RIA

CRD#: 164209

Raleigh, NC

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

North Carolina
(3/23/2021)

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: 2/19/2021

Uniform Investment Adviser Law Examination

Current Firm

BRIGHTPATH WEALTH ADVISORS LLC

BRIGHTPATH WEALTH ADVISORS LLC | TPCWM WEALTH MANAGEMENT LLC | TPC WEALTH MANAGEMENT LLC | TPC WEALTH MANAGEMENT | TPC FINANCIAL SERVICES LLC

CRD#: 164209 / SEC#:

Florida

Registered Investment Advisory firm - (3/7/2025 Approved)

Maryland

Registered Investment Advisory firm - (10/11/2012 Approved)

North Carolina

Registered Investment Advisory firm - (2/17/2020 Approved)

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Contact information

Main Address

2138 Priest Bridge Court Suite 1, Crofton, MD 21114

Mailing Address

Phone number

(443) 274-6100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	285
AUM (Assets Under Management)	$ 55,900,861

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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Fred W. Lowry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fred Wilson Lowry III's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTPATH WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2021

Current Firm

BRIGHTPATH WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTPATH WEALTH ADVISORS LLC

TRUST BUT VERIFY

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