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Tracy Alexandra Gibbs

Howland Capital Management LLC

Boston, MA

CRD 4604409

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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 2002-11-12
  • MA RA
    APPROVED
    Since 2002-11-12

Branch Locations

75 Federal Street, Suite 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
Howland Capital Management Llc Boston MA 09/1999 Present
Designations
  • Certified Financial Planner
Other Names
  • Lexi Heiss
  • Lexi Schilling
  • T. Alexandra Heiss
  • Tracy Alexandra Schilling
  • T. Alexandra Schilling
  • Lexi Gibbs

View on SEC IAPD

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Nearby Offices

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