Tracy A. Gibbs

HOWLAND CAPITAL MANAGEMENT LLC

BOSTON, MA 02110-1911

Some features on this profile are disabled

CRD#: 4604409

Professional summary

Tracy Alexandra Gibbs, CFP®, who also goes by Lexi Gibbs, Lexi Heiss, T. Alexandra Heiss, Lexi Schilling, T. Alexandra Schilling, Tracy Alexandra Schilling, is a registered financial advisor currently at HOWLAND CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.

Tracy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Tracy has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) - RIA

Click below to view Tracy Alexandra Gibbs's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

November 12, 2002 - Present

HOWLAND CAPITAL MANAGEMENT LLC

Office #1: 75 Federal Street, Suite 1100, Boston, MA 02110-1911

RIA

CRD#: 104726

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOWLAND CAPITAL MANAGEMENT LLC

BLACK & CO | HOWLAND CAPITAL MANAGEMENT, INC. | HOWLAND CAPITAL MANAGEMENT LLC | HOWLAND CAPITAL MANAGEMENT INC | BLACK & CO., LLC

CRD#: 104726 / SEC#: 801-8390

RIA

Registered Investment Advisory firm - (2/9/1972 Approved)

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
(11/12/2002)

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

Current Firm

HOWLAND CAPITAL MANAGEMENT LLC

BLACK & CO | HOWLAND CAPITAL MANAGEMENT, INC. | HOWLAND CAPITAL MANAGEMENT LLC | HOWLAND CAPITAL MANAGEMENT INC | BLACK & CO., LLC

CRD#: 104726 / SEC#: 801-8390

RIA

Registered Investment Advisory firm - (2/9/1972 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

75 Federal St, Ste 1100, Boston, MA 02110-1911

Mailing Address

Phone number

(617) 357-9110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOWLAND CAPITAL MANAGEMENT LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,869
AUM (Assets Under Management)	$ 3,322,697,821

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
10/22/2024	Cover Page	Report
11/28/2023	Cover Page	Report
09/28/2022	Cover Page	Report

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tracy A. Gibbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracy Alexandra Gibbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOWLAND CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

HOWLAND CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

HOWLAND CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOWLAND CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors