Cynthia Howells
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$0Firm assets
Are you Cynthia Howells? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Charles Schwab & Co., IncAug 2025 to now
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- EquitableSep 2021 to Jul 2025
- Capital Management Group of New YorkSep 2021 to May 2023
- Sagemark Consulting, Lincoln Financial AssociatesJan 2020 to Aug 2021
- HomemakerSep 2014 to Dec 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7205913
- Firm CRD
- 159035