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HOWLAND AND ASSOCIATES, LLC

ST PETERSBURG, FL · CRD 106963 · IAPD ↗ · 813-333-2900

$138.7MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — HOWLAND AND ASSOCIATES, LLC (ST PETERSBURG, FL) is newly SEC-registered with $138.7M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.