Carlos Herman Lowenberg
Investment adviser representative at Masterpiece Capital, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$124.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Masterpiece Capital, LLCJan 2018 to now
- Lowenberg Group, LLCNov 2017 to now
- Kestra Financial Services, IncApr 2016 to Nov 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Masterpiece Capital, LLC
$124.9MAssets managed
25Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2626255
- Firm CRD
- 290075