Todd M. Howland

SAVVY WEALTH MANAGEMENT

Miami Beach, FL 33141

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CRD#: 4920761

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 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd M Howland | Todd M. Howland | Todd Michael Howland | Todd Howland

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.

Savvy Wealth Management dba for fixed investments with varying commissions from year to year; Savvy Bar Inc - a speakeasy, 10 hours per month (none during trading hours) AIM Appraisals; Bookkeeper; Investment related: No; 2000 Sunset Drive, Suite A1; Duties: Perform bookkeeping and tax preparation services.; 2021-01-01; Hours devoted to business during trading hours: 0; Compensated $1,000 per month.; OIGETIT; Investor; Investment related: Yes; 385 Moffett Park Drive Suite #105, Sunnyvale, California, 94089; News filtering tech company; 2019-02-17; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd M Howland'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

July 12, 2024 - Present

SAVVY WEALTH MANAGEMENT

Office #1: 6538 Collins Ave #350, Miami Beach, FL 33141

RIA

CRD#: 313380

Miami Beach, FL

Past

January 7, 2022 - February 3, 2024

SAVVY WEALTH MANAGEMENT

RIA

CRD#: 4806

WATERTOWN, NY

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

Florida
(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

State Security Law Exam

IAR

Series 66

Date: 3/22/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2005

General Securities Representative Examination

Current Firm

SAVVY WEALTH MANAGEMENT

HOWLAND, TODD MICHAEL | SAVVY WEALTH MANAGEMENT | HOWLAND, TODD, MICHAEL

CRD#: 313380 / SEC#:

California

Registered Investment Advisory firm - (2/3/2024 Terminated)

Florida

Registered Investment Advisory firm - (7/12/2024 Approved)

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

6538 Collins Ave #350, Miami Beach, FL 33141

Mailing Address

Phone number

(831) 402-2904

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Advisor Monitoring

Firm Stability Insights

Todd M. Howland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd M Howland's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVVY WEALTH MANAGEMENT

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHEAST PLANNING ASSOCIATES, INC.

MUTUAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 3/22/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2005

Current Firm

SAVVY WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

SAVVY WEALTH MANAGEMENT

TRUST BUT VERIFY

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