Brett Lee Howard

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:

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

Current Employers

Employment History

• 05/2003 → 01/2019
  Cherry Street Partners
  Madison, CT
• 04/2007 → 12/2018
  Apw Capital, Inc.
  Parsippany, NJ
• 08/2018 → Present
  Howard Wealth Management, Llc
  Madison, CT

Previous Registrations

• 2003-11-14 → 2019-01-31
  Cherry Street Partners
  Denver, CO

Other Businesses

(1) 47 Lafayette Place, LLC, Not Investment related:, 7 Madison Avenue, Madison, CT, 06443, Member, 10/30/2015, 0, A real estate property will be moved into the LLC for rental income. Since 10/30/2015 Mr. Howard has served as a Member of 47 Lafayette Place, LLC. This entity manages the property for rental income at that location. The main office of this entity is located at 7 Madison Avenue, Madison, CT, 06443. This activity is not investment related. Mr. Howard spends approximately 1 hour per month in this activity and no time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-11
• S63 Uniform Securities Agent State Law Examination
  1994-04-18

Other Names

• Brett Howard
• Brett Lee Howard