Unclaimed Profile

Steven Matthew Howe

PFG INVESTMENTS, LLC·WOODBURY, New York

SIE, Series 7, Series 24, Series 66, Series 99TOClean record19 years registeredPFG INVESTMENTS, LLC

125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 5088131Firm CRD# 116537

Profile Verification

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

Identity

Steven Matthew Howe · WOODBURY, NY

Registration

CRD #5088131 · PFG INVESTMENTS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CONSOLIDATED PORTFOLIO REVIEW CORP

Nov 2021 – present

VANDERBILT ADVISORY SERVICES

Nov 2021 – present

VANDERBILT ADVISORY SERVICES

Mar 2018 – Mar 2021

WOODBURY, NY

CONSOLIDATED PORTFOLIO REVIEW CORP

Jan 2017 – Mar 2018

LOCUST VALLEY, NY

CONSOLIDATED PORTFOLIO REVIEW CORP

Sep 2006 – Dec 2016

LOCUST VALLEY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · September 21, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFG INVESTMENTS, LLC

CRD 116537 · SEC 801-77166

AUM

$1.6B

Regulatory assets under management

Employees

132

6,469 client accounts

Services offered by PFG INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PFG INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Matthew Howe offer?

Steven Matthew Howe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, New York for a consultation.

What are Steven Matthew Howe's credentials?

Steven Matthew Howe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Matthew Howe located?

Steven Matthew Howe is based in WOODBURY, New York, working with PFG INVESTMENTS, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.

How does Steven Matthew Howe charge for services?

Steven Matthew Howe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFG INVESTMENTS, LLC?

PFG INVESTMENTS, LLC has approximately 132 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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