Ted N. Haddad
Professional summary
Ted N Haddad, who also goes by Theodore N. Haddad, is a registered financial advisor currently at AZIMUTH CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.
Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Ted has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 15, Series 5, Series 7, Series 6 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ted N Haddad's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2022 - Present
AZIMUTH CAPITAL MANAGEMENT
Office #1: 200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304April 26, 2007 - April 7, 2022
AZIMUTH CAPITAL MANAGEMENT LLC
January 1, 2003 - May 6, 2013
R.H. BLUESTEIN & CO LLC
December 17, 1985 - January 23, 1991
GOLDMAN SACHS & CO. LLC
November 1, 1982 - February 2, 1988
GREEN HILL FINANCIAL SERVICE CORPORATION
Primary Firm SEC Registration
AZIMUTH CAPITAL MANAGEMENT
CRD#: 319062 / SEC#: 801-123448
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2022)
(4/8/2022)
Exams
Series 15
Date: 1/22/1986
Foreign Currency Options ExaminationSeries 5
Date: 1/9/1986
Interest Rate Options ExaminationSeries 8
Date: 8/28/1990
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AZIMUTH CAPITAL MANAGEMENT
CRD#: 319062 / SEC#: 801-123448
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,566 |
| AUM (Assets Under Management) | $ 3,826,396,548 |
Red Flags
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