Unclaimed Profile

Ted N Haddad

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC·BLOOMFIELD HILLS, Michigan

Series 3, Series 5, Series 6, Series 7, Series 8, Series 15, Series 63, Series 65Clean record23 years registeredAZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

200 EAST LONG LAKE ROAD, BLOOMFIELD HILLS, MI 48304CRD# 1067763Firm CRD# 319062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ted N Haddad · BLOOMFIELD HILLS, MI

Registration

CRD #1067763 · AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

AZIMUTH CAPITAL MANAGEMENT

Apr 2022 – present

AZIMUTH CAPITAL MANAGEMENT LLC

Apr 2007 – Apr 2022

BLOOMFIELD HILLS, MI

R H BLUESTEIN & CO

Jan 2003 – May 2013

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 6

Series 7

Series 8

Series 15

Series 63

Series 65

Registration record

First registered · January 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

CRD 319062 · SEC 801-123448

AUM

$3.4B

Regulatory assets under management

Employees

1,537 client accounts

Services offered by AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Ted N Haddad offer?

Ted N Haddad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Ted N Haddad's credentials?

Ted N Haddad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ted N Haddad located?

Ted N Haddad is based in BLOOMFIELD HILLS, Michigan, working with AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Ted N Haddad charge for services?

Ted N Haddad's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs (our affiliate), uptiq and flourish. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC?

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC has approximately 23 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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