Steven
Lowe

Commonwealth Financial Network

CRD#1462771
Investment Advisor
in Glastonbury, CT

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About this Advisor

Steven Lowe is a financial advisor who works out of Glastonbury, Connecticut, who has been in the financial industry for 12 years. Lowe is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network and Connecticut Investors Group, LLC. Lowe has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Commonwealth Financial Network is an advisory firm that has its headquarters in Glastonbury, Connecticut. The firm has offices in 1,275 locations and a total of 4,000 employees. It has $162 billion in assets under management among its 540,172 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 432 charitable organizations. Of its 540,172 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. Commonwealth Financial Network performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually vary depending on which services are offered. Fee types charged by Commonwealth Financial Network most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

180 Glastonbury Boulevard Suite 200
Glastonbury, CT 06033

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

CT Average: $16,012,751,954
Total Number of Employees

4,000

CT Average: 118
Total Number of Accounts

540,172

CT Average: 4,567
Average Account Size

$299,632

CT Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Steven Lowe Work History

Steven has 12 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Connecticut Investors Group, LLC

Disclosures

Steven Lowe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Parichart Arredondo
Dallas, TX
Micah Crabdree
Payson, AZ
Cameron Kashani
Merrillville, IN
Carrie White
Overland Park, KS
Vatsal Assar
Dallas, TX
Robert Swanke
Waltham, MA
Kristina Smith
Pittsford, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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