Matthew J. Howard

HOWARD-MARTIN CAPITAL GROUP

Parlin, NJ

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CRD#: 6241807

Professional summary

Matthew James Howard, who also goes by Matt Howard, is a registered financial advisor currently at HOWARD-MARTIN CAPITAL GROUP, LLC located in Parlin, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Howard

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 Matthew James Howard'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

May 8, 2020 - Present

HOWARD-MARTIN CAPITAL GROUP, LLC

RIA

CRD#: 168922

Parlin, NJ

Past

October 4, 2013 - December 31, 2019

HOWARD-MARTIN CAPITAL GROUP, LLC

RIA

CRD#: 168922

PARLIN, NJ

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

New Jersey
(5/8/2020)

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 65

Date: 7/17/2013

Uniform Investment Adviser Law Examination

Current Firm

HOWARD-MARTIN CAPITAL GROUP, LLC

HOWARD, MATTHEW JAMES | HOWARD-MARTIN CAPITAL GROUP, LLC

CRD#: 168922 / SEC#:

New Jersey

Registered Investment Advisory firm - (5/8/2020 Approved)

New York

Registered Investment Advisory firm - (6/24/2016 Approved)

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Contact information

Main Address

Parlin, NJ

Mailing Address

C/o Matthew J Howard 42 Broadway Ste 12-229, New York, NY 10004-1617

Phone number

(973) 687-0324

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 1,700,000

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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Matthew J. Howard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Howard's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOWARD-MARTIN CAPITAL GROUP, LLC

HOWARD-MARTIN CAPITAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2013

Current Firm

HOWARD-MARTIN CAPITAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOWARD-MARTIN CAPITAL GROUP, LLC

TRUST BUT VERIFY

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