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Howard Wealth Management, LLC CRD 299052
$397M regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Madison, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Street Partners | Madison | CT | 04/2003 | 12/2018 |
| Howard Wealth Management, Llc | Madison | CT | 08/2018 | Present |
| Apw Capital, Inc. | Parsippany | NJ | 03/2007 | 12/2018 |
47 Lafayette Place, LLC, Not Investment related:, 7 Madison Avenue, Madison, CT, 06443, Member, 10/30/2015, 0 hours, Eventually a real estate property will be moved into the LLC and we will manage that property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-30 |
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