HB
HB

Howard Blitz

42 Years of Experience
boulder, CO
Broker

Howard Blitz is a registered investment advisor at Morgan Stanley, based in boulder, CO, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

boulder, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Howard is a managing member of Blitz Family LLC, a family estate. He also serves as trustee for two trusts in Rancho Mirage, CA, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2003 - June 2009 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2003 - June 2009 · 6 yrs 3 mos
Fahnestock & CO. INC.Broker
January 2003 - April 2003 · 3 mos
Fahnestock Asset Management
January 2003 - April 2003 · 3 mos
Cibc World Markets CORP.
July 1997 - January 2003 · 5 yrs 6 mos
Cibc World Markets CORP.Broker
August 1989 - January 2003 · 13 yrs 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 1987 - August 1989 · 2 yrs 5 mos
Drexel Burnham Lambert IncorporatedBroker
May 1983 - March 1987 · 3 yrs 10 mos
State Registrations43 states
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Exams
No exam information available for this advisor.
Howard Blitz - Financial Advisor | TrueAdvisor