Brian T. Howlett

AMHERST FINANCIAL GROUP

Amherst, NH 03031

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CRD#: 4431776

Professional summary

Brian Thomas Howlett is a registered financial advisor currently at AMHERST FINANCIAL GROUP, LLC located in Amherst, New Hampshire.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 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.

Name: Phenix Salon Suites, Investment Related: No, Address: 24 Wilmor Road, Topsfield, MA 01983, Nature of the Business: Salon studio for rent. To be used to provide various beauty services, Position: Managing Partner/Owner, Hours per Month: 3-4, Hours During Trading Hours: None, Describe Duties: Still early in process of trying to find first location for build out. Once built, only 40 hours per year of management duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Howlett'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 8, 2025 - Present

AMHERST FINANCIAL GROUP, LLC

Office #1: 8 Main Street, Amherst, NH 03031

RIA

CRD#: 317964

Amherst, NH

Past

November 7, 2007 - January 23, 2024

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 106629

BOSTON, MA

Past

February 28, 2002 - January 23, 2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

Boston, MA

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

Massachusetts
(10/8/2025)

IAR

New Hampshire
(10/17/2025)

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

IAR

Series 65

Date: 6/19/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/12/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/27/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMHERST FINANCIAL GROUP, LLC

CRD#: 317964 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/31/2022 Approved)

New Hampshire

Registered Investment Advisory firm - (12/28/2021 Approved)

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Contact information

Main Address

8 Main Street, Amherst, NH 03031

Mailing Address

Phone number

(603) 289-8683

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 34,625,015

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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Brian T. Howlett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Howlett's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMHERST FINANCIAL GROUP, LLC

PUTNAM INVESTMENT MANAGEMENT, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/2007

Series 63

Date: 12/12/2002

SIE

Date: 10/1/2018

Series 7

Date: 11/23/2005

Series 6

Date: 2/27/2002

Current Firm

AMHERST FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMHERST FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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