Unclaimed Profile

Howard Alexander Morin

HELIUM ADVISORS LLC·EVERETT, Washington

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record19 years registeredHELIUM ADVISORS LLC

1910 120TH PL SE, EVERETT, WA 98208CRD# 5334930Firm CRD# 282356

Profile Verification

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

Identity

Howard Alexander Morin · EVERETT, WA

Registration

CRD #5334930 · HELIUM ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

HELIUM ADVISORS LLC

Jan 2026 – present

HELIUM ADVISORS LLC

Apr 2016 – Dec 2025

VANCOUVER, WA

CONOVER CAPITAL MANAGEMENT

Oct 2015 – Apr 2016

BELLEVUE, WA

CONOVER CAPITAL MANAGEMENT

Apr 2011 – Aug 2015

BELLEVUE, WA

LPL FINANCIAL LLC

May 2009 – May 2011

LYNNWOOD, WA

UBS FINANCIAL SERVICES INC.

Jul 2007 – May 2009

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · July 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HELIUM ADVISORS LLC

CRD 282356 · SEC 801-126557

AUM

$276M

Regulatory assets under management

Employees

809 client accounts

Services offered by HELIUM ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HELIUM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Howard Alexander Morin offer?

Howard Alexander Morin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.

What are Howard Alexander Morin's credentials?

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

Where is Howard Alexander Morin located?

Howard Alexander Morin is based in EVERETT, Washington, working with HELIUM ADVISORS LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.

How does Howard Alexander Morin charge for services?

Howard Alexander Morin'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 HELIUM ADVISORS LLC?

HELIUM ADVISORS LLC has approximately 11 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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