Michael HellerCRD Number: 5413679
Current Firm: Xpyria Investment Advisors, Inc.
Michael Heller (CRD# 5413679) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Xpyria Investment Advisors, Inc.||Pittsburgh, PA||Sep 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management547MILLIONS
Total Number of Accounts696ACCOUNTS
Average Account Value$785,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters