Richard Lowrie has been Chief Compliance Officer/Managing Partner of Park Edge Advisors since September 2021, is a control person of the firm and directly owns under 5% of it.
Park Edge Advisors, LLC is a Cleveland, OH firm with $523M under management, 330 clients and 5 advisers across 4 offices, as of its May 2026 filing.
Richard Lowrie is Principal and Chief Investment Officer of Park Edge Advisors. He began his career in 1988 with McDonald & Company as a Portfolio Analyst and rose to Vice President and Manager of the Portfolio Strategies Group, a group of analysts offering stock selection, investment strategy and portfolio management advice. He later teamed up with Ralph String and Beverly Smith to expand their practice, which became the Lowrie Wealth Management Group.
Richard Lowrie’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2008–2017). Before joining Park Edge Advisors in 2022, Richard Lowrie was registered through Stratos Wealth Advisors LLC and McDonald Partners LLC.
- Park Edge Advisors, LLCCurrent– present · 4 yearsHumacao, PR · Adviser representative · Firm CRD 317521
- Stratos Wealth Advisors LLC– · 2 yearsGates Mills, OH · Adviser representative · Firm CRD 283816
- McDonald Partners LLC– · 3 yearsCleveland, OH · Adviser representative · Firm CRD 135414
- Wells Fargo Clearing Services, LLC– · 8 yearsPepper Pike, OH · Adviser representative · Firm CRD 19616
- UBS Financial Services Inc.– · 1 yearBeachwood, OH · Adviser representative · Firm CRD 8174
- McDonald Investments Inc.– · 7 yearsBeachwood, OH · Adviser representative · Firm CRD 566
Investment adviser representative registrations
Richard Lowrie is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2022; the most recent is Puerto Rico, in May 2024.
- OhioSince 22 June 2022
- Puerto RicoSince 17 May 2024
- TexasResidentSince 2 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 16 February 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 February 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 1992 |
| Series 7 | General Securities Representative Examination | 3 March 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Wayne Lowrie
- CRD
- 1880589
- Firm
- Park Edge Advisors · CRD 317521
- Role
- Chief Compliance Officer/Managing Partner
- Office
- Humacao, PR
- Registration
- Investment adviser registration
- In the industry since
- April 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parkedgeadvisors.com
Where does Richard Lowrie work?
Richard Lowrie has been Chief Compliance Officer/Managing Partner of Park Edge Advisors, LLC since September 2021, and is a control person of the firm.
Is Richard Lowrie a financial advisor?
Yes. Richard Lowrie has a current investment-adviser registration in Ohio, Puerto Rico and Texas, through Park Edge Advisors since June 2022.
How many years of experience does Richard Lowrie have?
Richard Lowrie has 34 years in the financial industry, since April 1992, across 6 adviser firms.
What exams has Richard Lowrie passed?
Richard Lowrie has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in March 1992. FINRA credited Richard Lowrie with the SIE, which began in October 2018.
Where did Richard Lowrie work before Park Edge Advisors?
Before Park Edge Advisors, Richard Lowrie was registered through McDonald Partners LLC, January 2017 to September 2020; Wells Fargo Clearing Services, LLC, March 2008 to January 2017; UBS Financial Services Inc., February 2007 to March 2008; McDonald Investments Inc., October 1999 to February 2007.
Where is Richard Lowrie based?
Richard Lowrie’s registered office is in Humacao, PR.
Is Richard Lowrie registered with FINRA?
No. Richard Lowrie has no current broker registration.
How can I verify Richard Lowrie’s record?
Search CRD 1880589 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Lowrie’s full registration record.