Director of Business Development · Vanderbilt Advisory Services
Steven M. Howe
CRD 5088131 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vanderbilt Advisory Services, an SEC-registered wealth manager based in Woodbury, NY with $2.1 billion in regulatory assets, lists Steven M. Howe on its Form ADV as Director of Business Development. The SEC filings also name Steven at 1 other registered adviser.
Firms and roles
- Vanderbilt Advisory ServicesDirector of Business DevelopmentWealth manager · Woodbury, NY · $2.1B in regulatory assets
- Consolidated Portfolio Review CorpDirector of Business DevelopmentWealth manager · Woodbury, NY · $1.6B in regulatory assets
AtlasMembers
Steven’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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen A. DistanteCEO, Vanderbilt Advisory Services
- Jr D. AntenorChief Operations Officer, Vanderbilt Advisory Services
- Joseph J. TrifilettiPresident, Vanderbilt Advisory Services
- Megan L. PlappChief Financial Officer, Vanderbilt Advisory Services
- Michelle D. ThomasChief Compliance Officer, Vanderbilt Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.