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Ted N Haddad

Azimuth Capital Management

Bloomfield Hills, MI

CRD 1067763

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Employer firm

Azimuth Capital Management CRD 319062

$3.99B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Azimuth Capital Management

200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-08
TX RA APPROVED 2022-04-08
  • MI RA
    APPROVED
    Since 2022-04-08
  • TX RA
    APPROVED
    Since 2022-04-08

Branch Locations

200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Azimuth Capital Management Llc Bloomfield Hills MI 09/2004 04/2022
Azimuth Capital Investment Management Llc Bloomfield Hills MI 04/2022 Present
  • 09/2004 → 04/2022
    Azimuth Capital Management Llc
    Bloomfield Hills, MI
  • 04/2022 → Present
    Azimuth Capital Investment Management Llc
    Bloomfield Hills, MI
Previous Registrations
  • 2007-04-26 → 2022-04-07
    Azimuth Capital Management Llc
    Bloomfield Hills, MI
  • 2003-01-01 → 2013-05-06
    R.H. Bluestein & Co Llc
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-17
S63 Uniform Securities Agent State Law Examination 1986-01-09
  • S65 Uniform Investment Adviser Law Examination
    1995-10-17
  • S63 Uniform Securities Agent State Law Examination
    1986-01-09
Other Names
  • Theodore N. Haddad

View on SEC IAPD

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Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI

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