Michael Heller, financial advisor Pittsburgh PA
93 score

Michael Heller

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Xpyria Investment Advisors, Inc. Pittsburgh, PA Sep 2006 - Current 10
Bayer Pittsburgh, PA Jul 2006 - Sep 2006 < 1
Duquesne University Pittsburgh, PA Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Michael R. Heller
Phone Number: 412-232-3310
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    555
    MILLIONS
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $820,069
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MD, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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