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Arwen Lowbridge

Investment Adviser Representative at Bright Advisors

Pelham, MACRD #6426874Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Arwen Lowbridge is an investment adviser representative with Bright Advisors in Pelham, MA, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 3 firms, including MML Investors Services, LLC and MSI Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/24/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/3/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bright AdvisorsCurrent
2/8/2026 – Pelham, MA
MML Investors Services, LLC
3/25/2017 – 2/2/2026West Hartford, CT
MSI Financial Services, Inc.
7/30/2015 – 3/25/2017Pittsfield, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Metlife Securites Inc
    Dec 2014 – Mar 2017Worcester, MA
  2. MML Investors Services, LLC
    Mar 2017 – Jan 2026West Hartford, CT
  3. MASS Mutual LIFE Insurance Company
    Jul 2016 – no end date reportedWest Hartford, CT
  4. Bright Advisors
    Jan 2026 – no end date reportedPelham, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bright Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Building bespoke investment portfolios tailored to clients' goals, interests, and ambitions.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryESG InvestingImpact InvestingPortfolio ConstructionShareholder AdvocacyDemocracy InvestingCybersecurityDeforestationGender Equity

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Greenwood Village, CO
SEC file number:
801-135016

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 2, 2026

View full firm profile

Other advisors at Bright Advisors

3 other advisors in the directory

View Bright Advisors firm profile

Similar advisors in Pelham, MA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Arwen Lowbridge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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