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.

Current firm

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Jun 17, 2021

First registration

Jun 23, 2021

Dual registered

yes, broker-dealer

Other names

Colton Lowery

IAPD individual key

7368092

• Occurred

  Sep 24, 2024
  Advisor changed firm

  Colton Marshall Lowery left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2024-10-15)

  Form ADVobserved 5 days ago
• Occurred

  Jan 6, 2023
  Advisor changed firm

  Colton Marshall Lowery left Equitable Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-02-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7ed1da1-dc0e-ad1b-8932-0342bea0d567

First observed

Jun 23, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.