RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Burns Mcneil Lowry
- Title
- Senior Regional Director, Business Development & Client Relationsreportedacr-invest.comfirm site, Sep 15, 2026
- Business email
- mlowry@acr-invest.comreportedacr-invest.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Acr Alpine Capital Research, LLC mixed wealth currentsince Jun 9, 2026 · St. Louis, Mo
- Easterly Investment Partners LLC otherDec 15, 2023 to Jun 9, 2026 · Beverly, Ma
- John Hancock Investment Management LLC asset managerNov 28, 2018 to Aug 5, 2020 · Atlanta, Ga
- Manulife Investment Management (US) LLC asset managerApr 12, 2017 to Jan 7, 2019 · Boston, Ma
- Blackrock Fund Advisors asset managerMay 6, 2013 to Apr 18, 2016 · San Francisco, Ca
- UBS Financial Services Inc. wirehouseApr 23, 2008 to Mar 19, 2013 · Weehawken, Nj
- Bofa Advisors, LLC formerMay 5, 2005 to Jan 5, 2007 · Tampa, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 6, 2003 to Apr 5, 2005 · Costa Mesa, Ca
- Easterly Investment Partners LLC to Acr Alpine Capital Research, LLCleft Jun 9, 2026, registered Jun 9, 2026 (0 days) · Other
- John Hancock Investment Management LLC to Easterly Investment Partners LLCleft Aug 5, 2020, registered Dec 15, 2023 (1227 days) · Other
- Manulife Investment Management (US) LLC to John Hancock Investment Management LLCleft Jan 7, 2019, registered Nov 28, 2018 (-40 days) · channel change inside one enterprise, not a move
- Blackrock Fund Advisors to Manulife Investment Management (US) LLCleft Apr 18, 2016, registered Apr 12, 2017 (359 days) · Other
- UBS Financial Services Inc. to Blackrock Fund Advisorsleft Mar 19, 2013, registered May 6, 2013 (48 days) · Other
- Bofa Advisors, LLC to UBS Financial Services Inc.left Jan 5, 2007, registered Apr 23, 2008 (474 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bofa Advisors, LLCleft Apr 5, 2005, registered May 5, 2005 (30 days) · Other
- Burns Mcneil Lowry left Easterly Investment Partners Llc for Acr Alpine Capital Research, Llc (registered 2026-06-09)Jun 9, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address