Unclaimed Profile

Mark Stephen Howells

MSH CAPITAL ADVISORS LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TO10 years registeredMSH CAPITAL ADVISORS LLC

23350 N PIMA ROAD, SCOTTSDALE, AZ 85255-7153CRD# 726921Firm CRD# 157835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Stephen Howells · SCOTTSDALE, AZ

Registration

CRD #726921 · MSH CAPITAL ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MSH CAPITAL ADVISORS LLC

MSH CAPITAL ADVISORS LLC

Jan 2016 – Dec 2024

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Registration record

First registered · January 6, 2016

Years registered · 10

Disclosure History

1988Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MSH CAPITAL ADVISORS LLC

CRD 157835 · SEC 801-108933

AUM

$1.0B

Regulatory assets under management

Employees

1,920 client accounts

Services offered by MSH CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MSH CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Stephen Howells offer?

Mark Stephen Howells specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Stephen Howells's credentials?

Mark Stephen Howells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Stephen Howells located?

Mark Stephen Howells is based in SCOTTSDALE, Arizona, last registered with MSH CAPITAL ADVISORS LLC.

How does Mark Stephen Howells charge for services?

Mark Stephen Howells's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MSH CAPITAL ADVISORS LLC?

MSH CAPITAL ADVISORS LLC has approximately 29 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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