Howard B. Shemitz

INTEGRATED ASSET MANAGEMENT

Barnegat, NJ

Some features on this profile are disabled

CRD#: 1978266

Professional summary

Howard Bart Shemitz, CFP® is a registered financial advisor currently at INTEGRATED ASSET MANAGEMENT, INC. located in Barnegat, New Jersey.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Howard has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Bart Shemitz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

October 28, 2004 - Present

INTEGRATED ASSET MANAGEMENT, INC.

RIA

CRD#: 121641

Barnegat, NJ

Past

December 21, 1992 - July 17, 1995

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

November 5, 1990 - November 5, 1992

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

October 25, 1989 - May 15, 1990

REICH & CO., INC.

CRD#: 19611

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/28/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/19/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Current Firm

INTEGRATED ASSET MANAGEMENT, INC.

CRD#: 121641 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/28/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Belmar, NJ

Mailing Address

Po Box 8, Spring Lake, NJ 07762

Phone number

(732) 418-0005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 26,923,104

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Howard B. Shemitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Bart Shemitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED ASSET MANAGEMENT, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

INVESTACORP, INC.

REICH & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/19/1989

Series 7

Date: 10/21/1989

Current Firm

INTEGRATED ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors