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Howard Marshall Rosenblatt

Networth Asset Management, Inc.

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About Howard Marshall Rosenblatt

Howard Rosenblatt is an Investment Advisor Representative with Networth Asset Management, Inc. Howard has been in the industry since 1974 and has a series 63 and a Series 1 license. Howard is a member of the Society of Financial Service Professionals. Howard has been an attorney since 1983 and provides financial advice to individuals and families. Howard specializes in Retirement Planning, College Savings Planning, Estate Planning, and Insurance. Howard is a Chartered Financial Consultant.

Firm Information

Howard Rosenblatt is currently registered with Networth Asset Management, Inc.. Networth Asset Management, Inc. is an investment advisor headquartered in . The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals and other individuals. They manage approximately $105,809,000 in assets for 278 clients. The firm has 4 licensed agents, 2 investment advisor representatives, and 3 registered representatives. They also have 3 investment advisory functions and 1 advisor representative for other investment advisors. Networth Asset Management, Inc. is registered with the SEC and has an SEC Number of 801-129943.

$105.81M

Assets Under Management

278

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Howard Rosenblatt’s Registration & Firm History

FL

11/20/2018 - Present

Networth Asset Management, Inc. (Gainesville FL)

NC

06/14/2017 - 12/23/2019

INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)

CA

04/16/2015 - 07/15/2016

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

FL

06/01/2005 - 10/01/2014

AXA ADVISORS, LLC (GAINESVILLE FL)

NY

04/01/1974 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

04/01/1974 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Marshall Rosenblatt.
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