Adviser and broker representative · Allstate Financial Advisors, LLC
Howard S. Wacks
CRD 832422 · Boca Raton, FL
At a glance
Howard S. Wacks is an investment adviser representative with Allstate Financial Advisors, LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Howard’s SEC record dates to 1993, about 33 years ago. Howard is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Allstate Financial Advisors, LLCSince July 2017Boca Raton, FL · $142M in regulatory assets
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Howard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.