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DH

Danny C. Howes

ADVISORY ALPHA
Vero Beach, FL 32963
Some features on this profile are disabled
CRD#: 5481834
DH

Professional summary

Danny Cory Howes, who also goes by Danny Howes, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Vero Beach, Florida.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Danny has worked at 11 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danny Howes

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 Danny Cory Howes'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®
None

Experience

Current

May 16, 2025 - Present

ADVISORY ALPHA, LLC

Office #1: 2945 Cardinal Dr., Vero Beach, FL 32963
RIA
CRD#: 158282
Vero Beach, FL
Past

February 6, 2020 - November 13, 2025

TRUVESTMENTS CAPITAL LLC

RIA
CRD#: 291297
Vero Beach, FL
Past

March 13, 2017 - December 21, 2017

MOTIV8 INVESTMENTS LLC

RIA
CRD#: 285560
Vero Beach, FL
Past

January 6, 2016 - November 16, 2020

EAST COAST TAX AND FINANCIAL PLANNING

RIA
CRD#: 281462
VERO BEACH, FL
Past

November 13, 2014 - January 14, 2016

MCDERMOTT INVESTMENT SERVICES, LLC

BD
CRD#: 154926
Port St. Lucie, FL
Past

August 7, 2012 - December 22, 2017

THE TERRIO GROUP

RIA
CRD#: 156394
PORT ST. LUCIE, FL
Past

August 6, 2012 - January 6, 2014

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
PORT SAINT LUCIE, FL
Past

October 27, 2010 - July 2, 2012

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
PICKERINGTON, OH
Past

June 29, 2010 - July 2, 2012

VALMARK SECURITIES, INC.

BD
CRD#: 31243
PICKERINGTON, OH
Past

November 7, 2008 - July 15, 2010

AMERICAN INVESTMENT SERVICES

RIA
CRD#: 144088
MELBOURNE, FL
Past

January 28, 2008 - April 23, 2009

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
MAITLAND, FL

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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 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
Florida
(5/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/20/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/17/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2010
General Securities Representative Examination

Current Firm

AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
PREMIUM
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Contact information

Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts22,480
AUM (Assets Under Management)$ 3,468,083,482

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.

Company Information

ADVISORY ALPHA, LLC

CRD#: 158282Vero Beach, FL 32963

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