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Nolan Christopher Lowe

Maxim Financial Advisors LLC

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About Nolan Christopher Lowe

Nolan Christopher Lowe is a registered investment advisor representative with Maxim Financial Advisors LLC. Nolan has been in the financial industry since 2004. Prior to joining Maxim Financial Advisors LLC, Nolan was a registered representative with TD Ameritrade, Inc. and Brundyn Securities Inc. Nolan is licensed in Florida, Massachusetts, Missouri, New Jersey, and New York. Nolan has earned the Series 7, Series 24, Series 53, and Series 63 licenses. Nolan specializes in providing portfolio management for businesses and individuals, as well as selection of other advisors.

Firm Information

Nolan Lowe is currently registered with Maxim Financial Advisors LLC. Maxim Financial Advisors LLC is an investment advisor registered with the SEC and located in NEW YORK, NY. They have 41 investment adviser representatives and manage approximately $371,163,779 in assets for 754 clients. The firm provides portfolio management services for individuals, businesses and pension plans. They also offer selection of other advisors services and participate in wrap fee programs.
Maxim Financial Advisors LLC

300 PARK AVE

NEW YORK, NY 10022

$371.16M

Assets Under Management

Not reported

Total Clients

36

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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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.

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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percentage of assets

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

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Nolan Lowe’s Registration & Firm History

NY

08/09/2021 - Present

Maxim Financial Advisors LLC (NEW YORK NY)

NY

12/14/2004 - 12/04/2006

TD AMERITRADE, INC. (NEW YORK NY)

TX

08/13/2004 - 10/26/2004

BRUNDYN SECURITIES INC. (ARLINGTON TX)

FL

03/26/2004 - 08/11/2004

NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)

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Licenses & Designations

IA

Issued 07/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/16/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nolan Christopher Lowe.
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