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Cynthia Howells

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-08
  • NJ RA
    APPROVED
    Since 2025-09-08

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • 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
Capital Management Group Of New York New York NY 09/2021 05/2023
Sagemark Consulting, Lincoln Financial Associates New York NY 01/2020 08/2021
Homemaker New York NY 09/2014 12/2019
Equitable New York NY 09/2021 07/2025
Charles Schwab & Co., Inc Jersey City NJ 08/2025 Present
Schwab Wealth Advisory Inc Jersey City NJ 07/2025 Present
  • 09/2021 → 05/2023
    Capital Management Group Of New York
    New York, NY
  • 01/2020 → 08/2021
    Sagemark Consulting, Lincoln Financial Associates
    New York, NY
  • 09/2014 → 12/2019
    Homemaker
    New York, NY
  • 09/2021 → 07/2025
    Equitable
    New York, NY
  • 08/2025 → Present
    Charles Schwab & Co., Inc
    Jersey City, NJ
  • 07/2025 → Present
    Schwab Wealth Advisory Inc
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-05-26
Designations
Other Names
  • Cynthia Dimetra Howells
  • Cynthia D Howells

View on SEC IAPD

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Other Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
MSREF REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC · NEW YORK, NY

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