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Chief Compliance Officer · Helium Advisors LLC

Howard A. Morin

CRD 5334930 · Named on Form ADV at one SEC-registered adviser

At a glance

Helium Advisors LLC, an SEC-registered wealth manager based in Vancouver, WA with $234 million in regulatory assets, lists Howard A. Morin on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Helium Advisors LLCChief Compliance OfficerWealth manager · Vancouver, WA · $234M in regulatory assets

AtlasMembers

Howard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Howard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.