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Samantha Lowry

Pennhaven Brokerage Partners, LLC

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About Samantha Lowry

Samantha Lowry is a financial professional with over a decade of experience in the industry. Samantha currently holds a Series 7, Series 6, Series 63, and Series 6TO licenses. Samantha has a background with various firms including Quasar Distributors, LLC, Foreside Fund Services, LLC, and Aberdeen Fund Distributors, LLC. Samantha is currently employed with Pennhaven Brokerage Partners, LLC and is based in Doylestown, Pennsylvania.

Firm Information

Samantha Lowry is currently registered with Pennhaven Brokerage Partners, LLC. Pennhaven Brokerage Partners, LLC is a Limited Liability Company formed in June 2020. The firm is registered in Connecticut, North Carolina, Pennsylvania, South Carolina, Utah, and West Virginia. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

3

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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Samantha Lowry’s Registration & Firm History

PA

01/29/2024 - Present

Pennhaven Brokerage Partners, LLC (DOYLESTOWN PA)

ME

01/04/2018 - 12/14/2020

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

PA

07/17/2017 - 08/29/2017

FORESIDE FUND SERVICES, LLC (Philadelphia PA)

PA

08/12/2008 - 04/14/2014

ABERDEEN FUND DISTRIBUTORS, LLC (PHILADELPHIA PA)

PA

01/23/2007 - 08/18/2008

FORESIDE FUND SERVICES, LLC (PHILADELPHIA PA)

ME

10/31/2005 - 03/21/2006

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

PA

11/07/2001 - 04/05/2002

TURNER INVESTMENT DISTRIBUTORS, INC. (JENKINTOWN PA)

PA

02/26/2001 - 09/28/2001

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

BC

Issued 07/24/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Lowry.
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