Howard Friedman
Investment adviser representative at Private Client Services, LLC
4 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Private Client Services, LLCJul 2020 to now
- Brightline FinancialMay 2019 to now
- Baltimore /steel Knifemakers, LLCMar 2017 to now
- Bright Futures Wealth Management, LLCApr 2020 to Jun 2020
- Bb&t Securities, LLCJan 2018 to Mar 2018
- UnemployedAug 2016 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 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
- 4633986
- Firm CRD
- 120222