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RIA / WealthAdvisor34 years in industry

RICHARD WAYNE LOWRIE

Advisor at PARK EDGE ADVISORS, LLC

CLEVELAND, OH | HUMACAO, PR

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Search this name across graphsid dfx:ria:2e7c08f7-3da7-d914-3fb5-cc2f91e963dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 18, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PARK EDGE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 2, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Sep 2, 1992
First registration: Oct 18, 1999
Dual registered: no
Other names: RICHARD W LOWRIE
IAPD individual key: 1880589

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PARK EDGE ADVISORS, LLC	Independent wealth	Jun 22, 2022	n/a	yes	HUMACAO, PR\|CLEVELAND, OH	Current employment
STRATOS WEALTH ADVISORS LLC	Independent wealth	Sep 30, 2020	Nov 30, 2022	no	BEACHWOOD, OH\|Gates Mills, OH	Previous registration
MCDONALD PARTNERS LLC	Independent wealth	Jan 19, 2017	Sep 30, 2020	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 3, 2008	Jan 11, 2017	no	PEPPER PIKE, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Mar 12, 2008	no	BEACHWOOD, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Oct 18, 1999	Feb 9, 2007	no	BEACHWOOD, OH\|BEACHWOOD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATOS WEALTH ADVISORS LLC	PARK EDGE ADVISORS, LLC	Nov 30, 2022	Jun 22, 2022	-161	Firm change after gap	RIA to new firm
MCDONALD PARTNERS LLC	STRATOS WEALTH ADVISORS LLC	Sep 30, 2020	Sep 30, 2020	0	Firm change	RIA to RIA
WELLS FARGO ADVISORS	MCDONALD PARTNERS LLC	Jan 11, 2017	Jan 19, 2017	8	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Mar 12, 2008	Mar 3, 2008	-9	Firm change	Wirehouse to wirehouse
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283816:317521:OH:2022-11-30	Nov 30, 2022	Jun 22, 2022	GATES MILLS, OH	Firm change after gap
19616:135414:OH:2017-01-11	Jan 11, 2017	Jan 19, 2017	PEPPER PIKE, OH	Firm change

Relationships

Registered with (6)

→ PARK EDGE ADVISORS, LLCRegistered adviserregistration: current employment
Jun 22, 2022 to presentfactForm ADV
→ STRATOS WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 30, 2020 to Nov 30, 2022factForm ADV
→ MCDONALD PARTNERS LLCRegistered adviserregistration: previous registration
Jan 19, 2017 to Sep 30, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 3, 2008 to Jan 11, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Mar 12, 2008factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Oct 18, 1999 to Feb 9, 2007factForm ADV

Dated events

Occurred
Nov 30, 2022
Advisor changed firm
Richard Wayne Lowrie left Stratos Wealth Advisors Llc for Park Edge Advisors, Llc (registered 2022-06-22)
Form ADVobserved 4 days ago