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Howard Wells Penney

Hedgeye Risk Management, LLC

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About Howard Wells Penney

Howard Wells Penney is a registered investment advisor representative with Hedgeye Risk Management, LLC. Howard Wells Penney has been in the securities industry since 1985. Howard Wells Penney is licensed in Connecticut. Howard Wells Penney has also held previous positions at Friedman, Billings, Ramsey & Co., Inc., Prudential Equity Group, LLC, SunTrust Capital Markets, Inc., and Morgan Stanley & Co., Incorporated.

Firm Information

Howard Penney is currently registered with Hedgeye Risk Management, LLC. Hedgeye Risk Management, LLC is an investment research firm that provides research and analysis on a wide range of topics, including the economy, markets, and specific sectors. The firm has a team of experienced analysts who provide insights and commentary through various publications and media channels.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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research

Research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Custom negotiated fees

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Howard Penney’s Registration & Firm History

MA

01/10/2017 - Present

Hedgeye Risk Management, LLC (BOSTON MA)

NY

08/06/2007 - 05/16/2008

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (NEW YORK NY)

NY

10/13/2006 - 06/22/2007

PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)

VA

03/15/2004 - 10/27/2006

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)

GA

10/01/2002 - 03/04/2004

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

NY

04/20/1990 - 02/22/2001

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

03/25/1987 - 03/08/1990

MORGAN STANLEY & CO., INCORPORATED

NA

07/23/1985 - 08/25/1986

CAPITAL ANALYSTS, INCORPORATED

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Licenses & Designations

BC

Issued 02/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/11/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/18/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Wells Penney.
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