Noah T. Howard
Professional summary
Noah Thomas Howard, CIMA®, who also goes by Noah Thomas Howard, Noah Howard, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Noah is registered as a RR (Registered Representative) and started their career in finance in 2006. Noah has 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) - BD
Click below to view Noah Thomas Howard's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2025 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103July 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
(8/18/2025)
(8/18/2025)
Exams
Series 6TO
Date: 8/18/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current 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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