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Michael Carl Blaze

Westwood Management Corp.

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About Michael Carl Blaze

Michael Blaze is a registered representative and investment advisor representative with Westwood Management Corp., a firm headquartered in Dallas, TX. Michael has been in the industry since February 2006 and has held previous positions with Nuveen Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael Blaze specializes in investment companies, pension and profit-sharing plans, high-net-worth individuals, pooled investment vehicles, state or municipal government entities, and corporations or other businesses.

Firm Information

Michael Blaze is currently registered with Westwood Management Corp.. Westwood Management Corp. is a Dallas, Texas-based investment advisor with over $11.9 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolio advice and licensing. Westwood Management Corp. serves a variety of clients, including high net worth individuals, corporations, insurance companies, investment companies, pension plans, and state or municipal government entities.
Westwood Management Corp.

200 CRESCENT COURT

DALLAS, TX 75201

$11.92B

Assets Under Management

35

Total Clients

11

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolio advice and licensing

Model portfolio advice and licensing

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Blaze’s Registration & Firm History

IN

07/08/2024 - Present

Westwood Management Corp. (Crown Point IN)

IL

07/02/2007 - 11/27/2023

NUVEEN SECURITIES, LLC (CHICAGO IL)

IN

10/04/2005 - 06/19/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)

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Licenses & Designations

BOTH

Issued 10/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Carl Blaze. Review regulatory record here.
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