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Robert Charles Howland

Howland AND Associates, LLC

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About Robert Charles Howland

Robert Charles Howland is an investment advisor representative associated with Howland And Associates, LLC. Robert has been with Howland And Associates, LLC since October 2006. Robert is registered as an Investment Advisor Representative (IAR) in Florida. Robert obtained his Series 65 license in March of 2021. Robert also obtained his SIE license in May of 2020. Robert has a Certified Financial Planner designation. Robert has a total of 123 accounts with 123 being discretionary accounts. Robert has 123 clients, 77 high net worth individuals, 42 individuals other than high net worth, and 4 corporations.

Firm Information

Robert Howland is currently registered with Howland AND Associates, LLC. Howland AND Associates, LLC is an investment advisor that provides portfolio management for individuals, corporations, and other businesses. The firm has 123 accounts with $87,021,078 in regulatory assets under management. They specialize in serving high-net-worth individuals with 77 clients and $80,453,220 in assets under management.

$87.02M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Howland’s Registration & Firm History

FL

12/22/2021 - Present

Howland AND Associates, LLC (ST PETERSBURG FL)

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Licenses & Designations

IA

Issued 03/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Charles Howland.
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