Heather Ankstitus, financial advisor Holyoke MA
89 score

Heather Ankstitus

CRD Number: 5602794
Current Firm: United Capital Financial Advisers

Heather Ankstitus (CRD# 5602794) is an Investment Advisor Representative working at United Capital Financial Advisers in Holyoke, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA May 2014 - Current 2
Family Wealth Management, Inc. Holyoke, MA Jun 2012 - May 2014 1
Extended Maternity Leave Chicopee, MA Sep 2010 - Jun 2012 1
Viscito Financial Services Springfield, MA Jan 2000 - Sep 2010 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Heather L. Ankstitus
Phone Number: 949-999-8500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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