Howland and Associates, LLC

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Client assets under management

$124,977,945

Clients

55% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,015,773

Client services

Portfolio management

Main office location

Howland and Associates, LLC

10261 4 Th Street N.

St Petersburg FL 33716, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook YouTube Website 813-333-2900

Advisors at this firm

Ross T

Series 65

Saint Petersburg, FL

Howland and Associates, LLC

Ross Thomas is a financial advisor at Howland and Associates, LLC in Saint Petersburg, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Howland and Associates in 2020, he worked at Rapid Web Services, LLC and AccentHealth. Howland and Associates is a small advisory firm with three advisors.

Alex T

Series 65

St Petersburg, FL

Howland and Associates, LLC

Alex Tavares is a financial advisor at Howland and Associates, LLC with one year of industry experience. He holds a Series 65 designation and has been with Howland and Associates since 2023. Outside of his advisory role, he serves as an Assistant Professor of English at Hillsborough Community College, where he has taught English literature since 2007. Howland and Associates, LLC is a supporting firm based in St. Petersburg, FL, with a small team of three advisors.

Robert H

CFP®, Series 65

St Petersburg, FL

Howland and Associates, LLC

Robert Howland is a CFP® and Series 65-licensed advisor at Howland and Associates, LLC in St. Petersburg, FL, with 4 years of industry experience. He has been with Howland and Associates since 2006. He serves as Clerk and a finance committee member of the St. Petersburg Religious Society of Friends. Howland and Associates, LLC is a small advisory firm with three advisors.

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