Myron D. Howie

CASI INVESTMENTS

Baltimore, MD 21217

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CRD#: 2872402

Professional summary

Myron David Howie is a registered financial advisor currently at CASI INVESTMENTS located in Baltimore, Maryland.

Myron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Myron has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I AM A PRINCIPAL OF CASI, INC. CASI IS ORGANIZED INTO THREE SEPARATE COMPANIES; CASI, CASI FOUNDATION AND CASI INVESTMENTS. EACH WORKS TOGETHER TO ACHIEVE A SHARED BUSINESS OBJECTIVE TO STRENGTHEN CHURCHES & CHARITIES BY BUILDING LONG-TERM SUSTAINABILITY. HOUR PER MONTH VARIES WITH BUSINESS CYCLE AND CUSTOMER DEMANDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myron David Howie's CRS (Customer Relationship Summary).

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

Current

October 16, 2006 - Present

CASI INVESTMENTS

Office #1: 1425 Eutaw Place, Baltimore, MD 21217

RIA

CRD#: 116063

Baltimore, MD

Past

March 18, 2016 - March 5, 2018

CASI INSTITUTIONAL CONSULTING, INC.

RIA

CRD#: 281608

BALTIMORE, MD

Past

February 22, 2010 - July 22, 2025

PERCIVAL FINANCIAL PARTNERS, LTD.

CRD#: 41813

COLUMBIA, MD

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(10/16/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/6/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/8/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/19/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CASI INVESTMENTS

CASI INVESTMENTS | HOWIE CAPITAL MANAGEMNET | HOWIE CAPITAL MANAGEMENT

CRD#: 116063 / SEC#:

Kansas

Registered Investment Advisory firm - (5/23/2024 Terminated)

Maryland

Registered Investment Advisory firm - (2/14/2000 Approved)

Missouri

Registered Investment Advisory firm - (7/25/2005 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1425 Eutaw Place, Baltimore, MD 21217

Mailing Address

Phone number

(410) 400-3950

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 120,000

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.

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Myron D. Howie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myron David Howie's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASI INVESTMENTS

CASI INSTITUTIONAL CONSULTING, INC.

PERCIVAL FINANCIAL PARTNERS, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/2010

Series 65

Date: 5/8/1997

SIE

Date: 10/1/2018

Series 6

Date: 2/19/2010

Current Firm

CASI INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CASI INVESTMENTS

TRUST BUT VERIFY

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