Heath Brewer, financial advisor Bethesda MD

Heath Brewer

CRD Number: 3127453
Current Firm: Trumbower Financial Advisors LLC

Heath Brewer (CRD# 3127453) is an Investment Advisor Representative working at Trumbower Financial Advisors LLC in Bethesda, MD and has over 19 years of experience in the finance industry. Heath Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trumbower Financial Advisors, LLC Bethesda, MD Mar 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Heath A. Brewer
Phone Number: 301-215-8340
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,658
    MILLIONS
  • Total Number of Accounts
    906
    ACCOUNTS
  • Average Account Value
    $1,829,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, DC, FL, LA, MA, MD, NH, NJ, NY, TX, VA

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