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Thomas Lowe

Ascensus Investment Advisors, LLC

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About Thomas Lowe

Thomas Lowe is an investment advisor representative with Ascensus Investment Advisors, LLC. Thomas has been in the industry since 1999 and is registered with the state of Massachusetts. Thomas specializes in portfolio management for pooled investment vehicles, including 529 college savings plans and state-sponsored retirement plans. Thomas is also employed by Ascensus Group, LLC. Thomas is a trustee for two family trusts and manages investments in the trusts. Thomas has been involved in rent collection and administrative paperwork since 2000.

Firm Information

Thomas Lowe is currently registered with Ascensus Investment Advisors, LLC. Ascensus Investment Advisors, LLC is an investment advisor headquartered in NEWTON, MA. The firm provides portfolio management and oversight services for qualified tuition 529/529A and SFRP plans, as well as pension consulting services. They manage approximately $9,878,077,323 in assets for 27 state or municipal government entities. The firm has 37 investment adviser representatives and 26 registered representatives.
Ascensus Investment Advisors, LLC

95 WELLS AVENUE

NEWTON, MA 02459

$9.88B

Assets Under Management

9

Total Clients

40

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

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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other

Percentage of program management fee and percentage of aua

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Thomas Lowe’s Registration & Firm History

MA

11/17/2020 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

RI

06/08/1999 - 01/16/2018

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 10/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2021

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 02/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 06/26/2019

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lowe.
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