Gerald Wayne Howell II
Investment Adviser Representative at Arlington Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gerald Wayne Howell is an investment adviser representative with Arlington Wealth Management in Arlington Heights, IL, where they have been registered since 2022. They have worked in the securities industry since 2010 and have been registered with 4 firms, including B. Riley Wealth Advisors, Inc. and FSIC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FSICSep 2013 – Sep 2020East Dundee, IL
- National Securities CorporationSep 2020 – Jul 2022West Dundee, IL
- National Asset ManagementSep 2020 – Jul 2022West Dundee, IL
- B. Riley Wealth ManagementJul 2022 – Sep 2022West Dundee, IL
- Arlington Wealth ManagementSep 2022 – no end date reportedArlington Heights, IL
- Howell Wealth ManagementJan 2019 – Sep 2022West Dundee, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Arlington Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0125
- Wealth Management - Less than $2.5M1.25%
- Wealth Management - $2.5M to $5M1.00%
- Wealth Management - $5M to $10M0.80%
- Wealth Management - Over $10M0.65%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Arlington Heights, IL
- SEC file number:
- 801-79318
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at Arlington Wealth Management
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerald Wayne Howell II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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