HB
HB

Howard Burnett

52 Years of Experience
Houston, TX
1 DisclosureBroker

Howard Burnett is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 52 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

Houston, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2001
Settled
Other Business Activities

Howard serves on the finance committees for the Jewish Community Center of Houston and Jewish Family Services, both non-profits, handling accounting/bookkeeping. These activities require minimal time outside of business hours.

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.
July 1994 - June 2009 · 14 yrs 11 mos
Citigroup Global Markets INC.Broker
May 1994 - June 2009 · 15 yrs 1 mo
Prudential Securities IncorporatedBroker
November 1984 - May 1994 · 9 yrs 6 mos
Painewebber IncorporatedBroker
January 1980 - November 1984 · 4 yrs 10 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
August 1973 - January 1980 · 6 yrs 5 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Howard Burnett - Financial Advisor | TrueAdvisor