Drew HowellCRD Number: 5489750
Current Firm: Sullivan, Bruyette, Speros & Blayney, LLC
Drew Howell (CRD# 5489750) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has 1 year of experience in the finance industry. Drew Howell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Sullivan,bruyette, Speros & Blayney, Inc.||Mclean, VA||Jan 2011 - Current||5|
|Edelman Financial Services||Fairfax, VA||Aug 2010 - Jan 2011||< 1|
|May & Barnhard, Pc||Bethesda, MD||May 2009 - Aug 2010||1|
|Full-time Student||Blacksburg, VA||Aug 2008 - May 2009||< 1|
|Helping Hands||Iselin, NJ||Jul 2008 - Aug 2008||< 1|
|First Command||Alexandria, VA||May 2008 - Jul 2008||< 1|
|Full-time Student||Blacksburg, VA||Aug 2007 - May 2008||< 1|
|Helping Hands||Iselin, NJ||May 2007 - Aug 2007||< 1|
|Full-time Education||Blacksburg, VA||Aug 2006 - May 2007||< 1|
|Helping Hands||Iselin, NJ||May 2006 - Aug 2006||< 1|
Total Assets Under Management2,673MILLIONS
Total Number of Accounts933ACCOUNTS
Average Account Value$2,864,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, OR, PA, SC, TN, TX, UT, VA, WA
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