HV
HV

Howard Valandra

12 Years of Experience
Phoenix, AZ
Broker

Howard Valandra is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 12 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

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Howard works as a project coordinator for SVE Filtration, an industrial equipment sales company, since 2013. This takes about 10-20% of his time.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Morgan Stanley
March 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
September 2021 - September 2023 · 2 yrs
E*trade Securities LLCBroker
August 2021 - September 2023 · 2 yrs 1 mo
Vanguard Advisers, INC.
April 2021 - August 2021 · 4 mos
Vanguard Marketing CorporationBroker
February 2021 - August 2021 · 6 mos
Vanguard Marketing CorporationBroker
August 2008 - August 2013 · 5 yrs
Charles Schwab & CO., INC.Broker
February 2008 - August 2008 · 6 mos
Vanguard Marketing CorporationBroker
August 2005 - July 2007 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.