Steven Howard, financial advisor East Longmeadow MA

Steven Howard

CRD Number: 3107376
Current Firm: Cambridge Investment Research Advisors, Inc.

Steven Howard (CRD# 3107376) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Longmeadow, MA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2018 - Current 5
Morgan Stanley Distribution, Inc. New York, NY Sep 2015 - Oct 2018 3
Morgan Stanley Smith Barney LLC New York, NY Mar 2010 - Sep 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Steven T. Howard
Phone Number: 641-472-5100
Registered State(s):
  • CT
  • MA
  • PR
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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