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Carlos Eugenio Lowell

Morgan Stanley

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About Carlos Eugenio Lowell

Carlos Eugenio Lowell is a financial advisor with Morgan Stanley. Carlos has been in the financial services industry since 1999. Carlos has experience providing financial advice to individuals, businesses, and institutions. Carlos is registered with FINRA and the state of Florida. Carlos also holds the Series 3, 7, 9, 10, 63, and 65 licenses. Carlos is a Certified Financial Planner. Carlos is also a board member of the University of Miami and Baptist Health South Florida.

Firm Information

Carlos Lowell is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Carlos Lowell’s Registration & Firm History

FL

05/16/2022 - Present

Morgan Stanley (Aventura FL)

FL

06/26/2012 - 05/24/2022

UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)

FL

06/01/2009 - 07/03/2012

MORGAN STANLEY SMITH BARNEY (AVENTURA FL)

FL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)

FL

12/12/2001 - 04/02/2007

MORGAN STANLEY DW INC. (MIAMI FL)

NY

10/20/1999 - 11/14/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/22/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/27/1999

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Carlos Eugenio Lowell. Review regulatory record here.
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