Howard Lawrence Mcelfresh
Investment adviser representative at Ameriserv Wealth Advisors Inc
14 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Ameriprise Financial Services, LLCSep 2026 to now
- Ameriserv Wealth Advisors IncMar 2025 to now
- Ameriserv Wealth AdvsiorsFeb 2025 to now
- Huntington BankFeb 2022 to Dec 2024
- TD AmeritradeFeb 2019 to Feb 2022
- UnemployedDec 2018 to Feb 2019
- Edward JonesMay 2018 to Nov 2018
- Nylife Securities LLCFeb 2018 to May 2018
- New York Life Insurance CoJan 2018 to May 2018
- UnemployedDec 2016 to Jan 2018
- Fifth Third BankAug 2012 to Dec 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ameriserv Wealth Advisors Inc
$1.1BAssets managed
55Clients
4Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1458665
- Firm CRD
- 105846