Howard KluttzCRD Number: 872739
Current Firm: Oppenheimer & Company Inc.
Howard Kluttz (CRD# 872739) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Washington, DC and has over 37 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Fahnestock & Company Inc.||Washington, DC||Jul 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1980|
|S65||NASAA Investment Advisors Law Examination||Mar 1994|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV