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Sandler Edward Weinberg

Investment adviser representative at Howard Capital Management, LLC
10 yearsYears since first job or exam
1 stateRegistered in
$8B
17 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Northern Lights Distributors, LLCJun 2023 to now
  2. Howard Capital Management, Inc.Oct 2021 to now
  3. McNair InterestsJun 2020 to Oct 2021
  4. Merrill Lynch, Pierce, Fenner & Smith Inc.Jun 2018 to Jun 2020
  5. University of HoustonOct 2017 to Jun 2018
  6. Verde EnergyMay 2017 to Oct 2017
  7. South Texas College of LawJan 2016 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Howard Capital Management, LLC

$8B
10,608Clients
23Advisers
17 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6761121
118070
Advisor's SEC record (opens in a new tab)
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