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Howard Todd Alter

Investment Adviser Representative at ROUNDVIEW CAPITAL, LLC

Princeton, NJCRD #2255826Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Howard Todd Alter has worked in the securities industry since 2002. They are registered to provide investment advisory services in New Jersey.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
New Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/23/1992
Series 63
Uniform Securities Agent State Law Examination
Passed 6/23/1992
Series 2
Non-Member General Securities Examination
Passed 11/21/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Roundview Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ROUNDVIEW CAPITAL, LLCCurrent
1/28/2009Princeton, NJ
ALTER ASSET MANAGEMENT INC
7/3/20021/3/2012Princeton, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ROUNDVIEW CAPITAL, LLC

4 other advisors in the directory

View ROUNDVIEW CAPITAL, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Howard Todd Alter 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.

Howard Todd Alter - Financial Advisor in Princeton, NJ | AdvisorFinder