Mayflower Advisors
47yrs
Top advisor for experience at Mayflower Advisors
47yrs
Stephen Leroy Howlett
Financial advisor at Morgan Stanley
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% for experience in Boston
Office28 State Street 26th Floor, Boston, MA 02110
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowMorgan StanleyCurrent firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
About Stephen
How do I contact Stephen?
Call Morgan Stanley at 914-225-5510 and ask for Stephen Leroy Howlett. Stephen works from the Boston, MA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1980, about 47 years. Top 1% for experience in Boston.
What licenses does Stephen hold?
Series 63. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stephen paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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