William Joseph Lowrie
Investment adviser representative at Pennington Partners & Co., LLC
20 yearsExperience
1 stateRegistered in
$5.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Pennington Partners & Co., LLCMay 2023 to now
- BlackrockJul 2019 to May 2023
- BlackrockJun 2018 to Aug 2018
- IbmJan 2018 to May 2018
- Medallion Wealth Advisors, LLCMay 2017 to Jun 2017
- Not Employed, StudentJun 2006 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Pennington Partners & Co., LLC
$5.1BAssets managed
112Clients
11Advisers
10 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
- 6529328
- Firm CRD
- 282688