HB
HB

Howard Burnett

53 Years of Experience
Columbus, OH
1 DisclosureBroker

Howard Burnett is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 53 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

Loading...

Location

4449 Easton Way, Suite 300, Columbus, OH, 43219

Get directions

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 · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 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 Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.

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