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Andrew William Swanson

Howland Capital Management LLC

Boston, MA

CRD 3107028

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Employer firm

Howland Capital Management LLC CRD 104726

$3.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Howland Capital Management Llc

75 Federal St, Ste 1100, Boston, MA 02110-1911 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-19
  • MA RA
    APPROVED
    Since 2024-12-19

Branch Locations

75 Federal St, Ste 1100, Boston, MA 02110-1911 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Boston MA 06/2008 06/2023
Howland Capital Management Boston MA 04/2024 Present
Unemployed Boston ME 07/2023 03/2024
  • 06/2008 → 06/2023
    Fidelity Investments
    Boston, MA
  • 04/2024 → Present
    Howland Capital Management
    Boston, MA
  • 07/2023 → 03/2024
    Unemployed
    Boston, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-21
S63 Uniform Securities Agent State Law Examination 1998-11-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-21
  • S63 Uniform Securities Agent State Law Examination
    1998-11-20

View on SEC IAPD

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