Todd M Howland
Professional Summary
Todd M Howland, who also goes by Todd M Howland, Todd M. Howland, Todd Michael Howland, Todd Howland, is a registered financial advisor currently at SAVVY WEALTH MANAGEMENT LLC located in Miami Beach, Florida. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Todd has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd M Howland, Todd M. Howland, Todd Michael Howland, Todd Howland
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
Years of Experience
21 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
Current Firm
HOWLAND, TODD MICHAEL | SAVVY WEALTH MANAGEMENT LLC | SAVVY WEALTH MANAGEMENT | HOWLAND, TODD, MICHAEL
Contact Information
Main Address
6538 Collins Ave #350, Miami Beach, FL 33141Phone Number
(831) 402-2904# of Employees
1Documents
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
(7/12/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Todd M Howland's CRS (Customer Relationship Summary).
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
EQUITABLE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
