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Ross Markham Thomas

Howland AND Associates, LLC

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About Ross Markham Thomas

Ross Markham Thomas is an investment advisor representative with Howland And Associates, LLC. Thomas holds the Series 65 license in the state of Florida. Thomas has been working in the financial industry since July 2010 and has been with Howland And Associates, LLC since October 2020. Thomas specializes in portfolio management for individuals.

Firm Information

Ross Thomas 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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Ross Thomas’s Registration & Firm History

FL

05/18/2021 - Present

Howland AND Associates, LLC (Saint Petersburg FL)

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Licenses & Designations

IA

Issued 04/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Markham Thomas.
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