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Lowell Rosencrans Bleiweiss

Wedbush & CO., LLC

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About Lowell Rosencrans Bleiweiss

Lowell Rosencrans Bleiweiss is a financial professional with over 9 years of experience in the securities industry. Lowell is currently registered with Wedbush & Co., LLC and Wedbush Securities Inc. Lowell holds the Series 63, Series 79, and SIE licenses. Lowell has a strong background in investment banking. Prior to joining Wedbush, Lowell worked at GCA Advisors, LLC, JMP Securities LLC, and FTP Securities LLC. Lowell is registered in 16 states, including Arizona, California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia, and Washington.

Firm Information

Lowell Bleiweiss is currently registered with Wedbush & CO., LLC. Wedbush & CO., LLC is a Limited Liability Company formed on June 23, 2021. They are registered in 20 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Lowell Bleiweiss’s Registration & Firm History

NY

04/02/2024 - Present

Wedbush & CO., LLC (NEW YORK NY)

CA

04/11/2018 - 12/04/2020

GCA ADVISORS, LLC (SAN FRANCISCO CA)

CA

10/22/2014 - 02/01/2018

JMP SECURITIES LLC (SAN FRANCISCO CA)

CA

09/16/2014 - 10/20/2014

FTP SECURITIES LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 02/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lowell Rosencrans Bleiweiss.
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