Unclaimed Profile

Carolyn M Beatty

HOWLAND CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts

Clean recordHOWLAND CAPITAL MANAGEMENT LLC

75 FEDERAL ST, STE 1100, BOSTON, MA 02110-1911CRD# 3162665Firm CRD# 104726

Profile Verification

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

Identity

Carolyn M Beatty · BOSTON, MA

Registration

CRD #3162665 · HOWLAND CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carolyn M Beatty is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HOWLAND CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HOWLAND CAPITAL MANAGEMENT LLC

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HOWLAND CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PRIVATE FUND ADMINISTRATION FEES

Regulatory

SEC/IARD CRD# 3162665

Firm CRD# 104726

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carolyn M Beatty offer?

Carolyn M Beatty specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Carolyn M Beatty's credentials?

Carolyn M Beatty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn M Beatty located?

Carolyn M Beatty is based in BOSTON, Massachusetts, working with HOWLAND CAPITAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Carolyn M Beatty charge for services?

Carolyn M Beatty's firm is compensated through percentage of aum, hourly charges, subscription fees, other: private fund administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOWLAND CAPITAL MANAGEMENT LLC?

HOWLAND CAPITAL MANAGEMENT LLC has approximately 32 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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