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Justin Scott Howard

Howard Wealth Management, LLC

Madison, CT

CRD 2888565

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Employer firm

Howard Wealth Management, LLC CRD 299052

$397M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • ASSET ALLOCATION, ADVISORY CONSULTING, FAMILY OFFICE & WEALTH PLANNING

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

Current Employers
Howard Wealth Management, Llc

Madison, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-11-05
  • CT RA
    APPROVED
    Since 2018-11-05

Branch Locations

Madison, CT • 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
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
  • 04/2003 → 12/2018
    Cherry Street Partners
    Madison, CT
  • 08/2018 → Present
    Madison, CT
  • 03/2007 → 12/2018
    Apw Capital, Inc.
    Parsippany, NJ
Previous Registrations
  • 2003-11-14 → 2019-01-03
    Cherry Street Partners
    Denver, CO
  • 2000-07-06 → 2003-04-09
    Old Saybrook, CT
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-25
S65 Uniform Investment Adviser Law Examination 1997-06-30
  • S63 Uniform Securities Agent State Law Examination
    2003-07-25
  • S65 Uniform Investment Adviser Law Examination
    1997-06-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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