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Cameron Reza Rahbar

Cameron R. Rahbar

HOWLAND CAPITAL MANAGEMENT LLC
BOSTON, MA 02110-1911
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CRD#: 6900416
Cameron Reza Rahbar

Professional summary


Cameron Reza Rahbar, CFP® is a registered financial advisor currently at HOWLAND CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cameron has worked at 4 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Cameron Reza Rahbar'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®
CFP®

Start date: 2017

Experience


Current

November 12, 2024 - Present

HOWLAND CAPITAL MANAGEMENT LLC

Office #1: 75 Federal St, Ste 1100, Boston, MA 02110-1911
RIA
CRD#: 104726
BOSTON, MA
Past

November 10, 2022 - August 13, 2024

ANCHOR CAPITAL ADVISORS LLC

RIA
CRD#: 105540
BOSTON, MA
Past

February 22, 2019 - May 2, 2022

TWIN FOCUS CAPITAL PARTNERS, LLC

RIA
CRD#: 140522
BOSTON, MA
Past

January 17, 2018 - December 18, 2018

SVB WEALTH

RIA
CRD#: 172832
BOSTON, MA

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".
HC
HOWLAND CAPITAL MANAGEMENT LLC
BLACK & CO | HOWLAND CAPITAL MANAGEMENT, INC. | HOWLAND CAPITAL MANAGEMENT LLC | HOWLAND CAPITAL MANAGEMENT INC | BLACK & CO., LLC

CRD#: 104726 / SEC#: 801-8390

RIA
Registered Investment Advisory firm - (2/9/1972 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
Massachusetts
(11/12/2024)

Exams


Current Firm


HC
HOWLAND CAPITAL MANAGEMENT LLC
BLACK & CO | HOWLAND CAPITAL MANAGEMENT, INC. | HOWLAND CAPITAL MANAGEMENT LLC | HOWLAND CAPITAL MANAGEMENT INC | BLACK & CO., LLC

CRD#: 104726 / SEC#: 801-8390

RIA
Registered Investment Advisory firm - (2/9/1972 Approved)
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Contact information


Main Address
75 Federal St, Ste 1100, Boston, MA 02110-1911
Mailing Address
Phone number
(617) 357-9110
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (25 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

HOWLAND CAPITAL MANAGEMENT LLC (3/31/2025)

Regulatory assets under management


Total Number of Accounts1,869
AUM (Assets Under Management)$ 3,322,697,821

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
10/22/2024
11/28/2023
09/28/2022

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


HOWLAND CAPITAL MANAGEMENT LLC

CRD#: 104726Boston, MA 02110-1911

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