Andrew William Swanson
Investment adviser representative at Howland Capital Management LLC
18 yearsExperience
1 stateRegistered in
$3.7BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Howland Capital Management LLCApr 2024 to now
- UnemployedJul 2023 to Mar 2024
- Fidelity InvestmentsJun 2008 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Howland Capital Management LLC
$3.7BAssets managed
1,310Clients
11Advisers
54 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
- 3107028
- Firm CRD
- 104726