Howland and Associates, LLC is an independent, fee-only SEC-registered fiduciary wealth management and investment advisory firm located on 4th Street North in St. Petersburg, Florida. Founded by President Doris Sheppard ("Dee") Howland, CFA®, and co-led by Managing Member, Senior Vice President, and Chief Compliance Officer Robert Charles ("Rob") Howland, CFP®, the practice serves retirees, families, and fiduciaries across St. Petersburg, Feather Sound, Clearwater, and Pinellas County with CFA®-guided portfolio management and CFP® retirement income planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Robert Charles Howland, CFP®); Howland and Associates Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-136782; independent fiduciary Registered Investment Adviser operating on 4th Street North in St. Petersburg, FL.
Issuer: CFA Institute / CFP Board / SEC
Notes: Led by Founder & President Doris Sheppard ('Dee') Howland, CFA® (CRD #4360903) and Managing Member, SVP & CCO Robert Charles ('Rob') Howland, CFP® (CRD #5301255).
Factual details and direct answers about Howland and Associates, LLC's services, licensing, and credentials.
What is the SEC registration of Howland and Associates, LLC in St. Petersburg?
Howland and Associates, LLC is an active SEC-registered Investment Adviser operating under CRD #106963 and SEC File #801-136782.
What credentials do the principals at Howland and Associates hold?
Founder and President Dee S. Howland (CRD #4360903) holds the Chartered Financial Analyst (CFA®) designation, and Managing Member and CCO Robert C. Howland (CRD #5301255) holds the Certified Financial Planner™ (CFP®) certification.
Where is Howland and Associates located in Pinellas County?
The firm's office is located in north St. Petersburg near the Howard Frankland and Gandy bridges at 10261 4th Street North, St. Petersburg, Florida 33716, convenient to St. Petersburg, Clearwater, and Feather Sound.
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