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Michael Carl Blaze
Westwood Management CORP
19 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Westwood Management CORP
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B
Fee Structure
Financial Planning:
Investment management only
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Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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History
Regulatory History (1)
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Financial
June 2019
Final
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How to Read Disclosures
Employment History
Current Registrations
Westwood Management CORP
July 2024 - Present · 1 yr 7 mos
Salient Capital L.P.
Broker
March 2024 - Present · 1 yr 11 mos
Salient Capital L.P.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Nuveen Asset Management, LLC
September 2011 - November 2023 · 12 yrs 2 mos
Nuveen Fund Advisors, INC.
July 2007 - September 2011 · 4 yrs 2 mos
Nuveen Securities, LLC
Broker
July 2007 - November 2023 · 16 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - June 2007 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
October 2005 - June 2007 · 1 yr 8 mos
State Registrations
28 states
AZ
CT
DC
DE
HI
IA
IL
IN
KS
MA
MD
ME
MI
MN
MO
ND
NE
NH
NJ
NY
OH
PA
RI
SD
TX
VA
VT
WI
Advisor
Broker
Exams
No exam information available for this advisor.
Michael Carl Blaze - Financial Advisor | TrueAdvisor