Howard Reizun is a CFP-designated registered investment advisor, based in Montclair, NJ, with 26 years of industry experience.
Location
363 Bloomfield Ave, Ste 3A, Montclair, NJ, 07042
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Howard is a managing partner at Evoke Wealth Management, conducting registered representative activities, insurance sales, and investment advisory services. This takes about half of Howard's time.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
1717 Capital Management CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.