Todd M Howland

Employer firm

Savvy Wealth Management LLC CRD 313380

8 advisory clients

Reported services (Item 5G)

• Financial planning
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2021
  Scf Securities Inc
  Fresno, CA
• 10/2021 → Present
  Savvy Wealth Management
  Monterey, CA

Previous Registrations

• 2022-01-07 → 2024-02-03
  Savvy Wealth Management Llc
  Miami Beach, FL
• 2016-02-03 → 2021-12-02
  Scf Investment Advisors, Inc.
  Monterey, CA
  San Diego, CA
• 2014-11-19 → 2016-01-29
  Strategic Advisers Llc
  Monterey, CA
• 2014-04-16 → 2014-10-08
  Securities America Advisors, Inc.
  Seaside, CA
• 2008-02-14 → 2014-04-15
  Lpl Financial Llc
  Monterey, CA
  Soledad, CA
  Salinas, CA
  King City, CA
  Seaside, CA
  Pacific Grove, CA
  Monterey, CA
• 2006-11-08 → 2007-06-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monterey, CA
• 2005-04-01 → 2006-09-08
  Northeast Planning Associates, Inc.
  Bedford, NH

Other Businesses

Savvy Wealth Management dba for insurance strategies with varying commissions from year to year. AIM Appraisals; Bookkeeper; Investment related: No; 2000 Sunset Drive, Suite A1; Duties: Perform bookkeeping and tax preparation services.; 2021-01-01; Hours devoted to business during trading hours: 0; Compensated $1,000 per month.; OIGETIT; Investor; Investment related: Yes; 385 Moffett Park Drive Suite #105, Sunnyvale, California, 94089; News filtering tech company; 2019-02-17; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S66 Uniform Combined State Law Examination
  2005-03-22

Other Names

• Todd Howland
• Todd M Howland
• Todd M. Howland
• Todd M Howland
• Todd Michael Howland