Steven M. Howe

Steven M. Howe

Chief Service Officer / Director of Sterling Monroe Securities

Phone: 516-759-3900 Ext. 1009

Steve joined 3 Dimensional Wealth initially as its Broker Dealer Liaison. During his first 5 years, he worked up and through every division of the company, ranging in broker dealer and RIA back office support, to life insurance operations, and with involvement in trust services. In his tenure, he has essentially become the utility player of the firm and its advisers. He currently oversees back office and compliance administration, which includes operations, client service quality control, and firm and regulatory compliance.

He is currently Chief Service Officer (CSO).  His capacities encompass the firm’s overall operations, and corporate management. He provides administration and compliance supervision to the firm’s Broker Dealer and oversees activities at our Registered Investment Advisory firm. Steve also interacts with Argonne Trust Company’s Trust Officers to ensure appropriate business and operational responsibilities. He strives to exceed client’s expectations and provide the best service experience through his years of back office and operational oversight.

He is a registered principal and a registered representative of Sterling Monroe Securities, LLC and an administrative advisor of Consolidated Portfolio Review Corp.  He holds Series 7, 24 & 66 securities licenses. Steve also maintains life insurance licenses in NY and FL. In addition, Steve is a Trust Marketing Officer with Argonne Trust Company, Inc.

Steve is a graduate from the University of Vermont and earned his graduate degree at Boston University. While at Boston University, Steve was a Teaching Fellow and taught several undergraduate classes. Upon receiving his Masters degree, he worked several private and public sector jobs before joining our team.

After work Steve can be found outside playing sports and spending time with his wife and 3 boys.