Unclaimed Profile

Howard Paul Smith

CHANGING PARAMETERS, LLC·LOS ALTOS, California

SIE, Series 7, Series 24, Series 63, Series 99TOClean record34 years registeredCHANGING PARAMETERS, LLC

201 MAIN STREET, LOS ALTOS, CA 94022CRD# 2097495Firm CRD# 132551

Profile Verification

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

Identity

Howard Paul Smith · LOS ALTOS, CA

Registration

CRD #2097495 · CHANGING PARAMETERS, LLC · 34 years registered

Brand Profile

Not yet started

Career History

CHANGING PARAMETERS, LLC

Dec 2004 – present

VALUE MONITORING, INC

Feb 1992 – Mar 2013

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · February 14, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHANGING PARAMETERS, LLC

CRD 132551 · SEC 801-63495

AUM

$93M

Regulatory assets under management

Employees

256 client accounts

Services offered by CHANGING PARAMETERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CHANGING PARAMETERS, LLC →

Introduction

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Frequently Asked Questions

What services does Howard Paul Smith offer?

Howard Paul Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.

What are Howard Paul Smith's credentials?

Howard Paul Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Paul Smith located?

Howard Paul Smith is based in LOS ALTOS, California, working with CHANGING PARAMETERS, LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Howard Paul Smith charge for services?

Howard Paul Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHANGING PARAMETERS, LLC?

CHANGING PARAMETERS, LLC has approximately 3 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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