Howard Greenberg has been an investment adviser representative at August Wealth Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Howard Greenberg holds a B.S. in Economics from Northeastern University.
August Wealth Advisors LLC is a Westport, CT firm with $437M under management, 319 clients and 4 advisers in one office, as of its September 2026 filing.
Howard Greenberg is Director/Wealth Advisor of August Wealth Advisors. He has spent 31 years building financial market relationships with Royal Bank of Scotland, BNP Paribas and the Commonwealth Bank of Australia, advising clients by understanding their needs and assisting them in growing their businesses.
Howard Greenberg’s longest registration was 5 years at Stratos Wealth Advisors LLC (2020–2026). Before joining August Wealth Advisors in 2026, Howard Greenberg was registered through Stratos Wealth Advisors LLC.
- August Wealth Advisors LLCCurrent– present · under a yearWestport, CT · Adviser representative · Firm CRD 339322
- Stratos Wealth Advisors LLC– · 5 yearsLivingston, NJ · Adviser representative · Firm CRD 283816
Investment adviser representative registrations
Howard Greenberg is registered as an investment adviser representative in Connecticut, since February 2026.
- ConnecticutSince 19 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 May 2007 |
| Series 7 | General Securities Representative Examination | 20 December 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Howard Charles Greenberg
- CRD
- 2082838
- Firm
- August Wealth Advisors · CRD 339322
- Office
- 51 RIVERSIDE AVENUE, FIRST FLOOR, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- augustwealthadvisors.com
Where does Howard Greenberg work?
Howard Greenberg is an investment adviser representative registered through August Wealth Advisors LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Howard Greenberg a financial advisor?
Yes. Howard Greenberg has a current investment-adviser registration in Connecticut, through August Wealth Advisors since February 2026.
How many years of experience does Howard Greenberg have?
Howard Greenberg has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Howard Greenberg passed?
Howard Greenberg has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2006. FINRA credited Howard Greenberg with the SIE, which began in October 2018.
Where is Howard Greenberg based?
Howard Greenberg’s registered office is in Westport, CT.
Is Howard Greenberg registered with FINRA?
No. Howard Greenberg has no current broker registration.
How can I verify Howard Greenberg’s record?
Search CRD 2082838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Howard Greenberg’s full registration record.