Noah T. Howard
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Noah T Howard, CIMA®, who also goes by Noah Thomas Howard, Noah Howard, was a registered financial professional .
Noah is a previously registered financial professional and started their career in finance in 2006. Noah had worked at 13 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 18, 2025 - April 23, 2026
GRANT WILLIAMS L.P.
July 21, 2023 - March 22, 2024
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
March 7, 2023 - March 22, 2024
NATIONAL FINANCIAL SERVICES LLC
April 26, 2021 - June 2, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 21, 2021 - March 22, 2024
FIDELITY BROKERAGE SERVICES LLC
November 10, 2020 - February 24, 2021
CENTURA WEALTH ADVISORY
June 6, 2016 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 3, 2016 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 23, 2015 - May 20, 2016
LWI FINANCIAL INC.
September 22, 2015 - May 20, 2016
LORING WARD SECURITIES INC.
January 21, 2010 - September 15, 2015
CURIAN CLEARING, LLC
August 12, 2008 - September 15, 2015
CURIAN CAPITAL, LLC
January 16, 2008 - December 31, 2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
November 20, 2006 - November 21, 2007
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 8/18/2025
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
