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GH

George H. Howard

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CRD#: 251197
GH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Henry Howard III, who also goes by George Henry Howard, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1973. George had worked at 9 firms and has passed the Series 63, Series 5, Series 15, Series 1, Series 14, Series 4, Series 12 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Henry Howard

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 15, 2013 - August 7, 2013

CLSA AMERICAS, LLC

BD
CRD#: 165533
NEW YORK, NY
Past

September 8, 1997 - July 24, 2014

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

September 11, 1989 - August 29, 1997

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

May 12, 1989 - September 12, 1989

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

April 25, 1989 - September 12, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

October 10, 1988 - May 2, 1989

SHAREAMERICA

BD
CRD#: 21061
Past

May 1, 1987 - February 20, 1988

MOSELEY INTERNATIONAL INC.

BD
CRD#: 18611
Past

July 10, 1980 - June 28, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

August 1, 1973 - June 25, 1980

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/20/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 9/25/1985
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 15
Date: 6/12/1984
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 1
Date: 7/25/1973
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 9/1/1989
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 12/2/1976
NYSE Branch Manager Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/1/1976
Registered Principal Examination

Current Firm


CA
CLSA AMERICAS, LLC
CLSA AMERICAS, LLC

CRD#: 165533 / SEC#: , 8-69166

California
Registered Investment Advisory firm - SEC (1/1/2019 Approved)
Connecticut
Registered Investment Advisory firm - SEC (1/14/2019 Approved)
Texas
Registered Investment Advisory firm - SEC (1/28/2019 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1155 Avenue Of The Americas 17th Floor 17th Floor, New York, NY, 10036
Mailing Address
1155 Avenue Of The Americas 17th Floor, New York, NY, 10036
Phone number
(212) 549-5097
Established
Delaware since 08/15/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
61

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CLSA AMERICAS HOLDINGS, INC.MEMBER/SHAREHOLDER
BILLET, CHRISTIAN LESLIECCO2441597
HOLUB, WILLIAM CHARLESBOARD MEMBER, CFO-FINOP2680290
PARK, EDWARDBOARD MEMBER7550990
SCHWARTZ, BRADLEY HARRISBOARD MEMBER, CEO2372237
ZHANG, HUIZIBOARD MEMBER8008880

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLSA AMERICAS, LLC

CRD#: 165533

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