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 8 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|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|
Total Assets Under Management555MILLIONS
Total Number of Accounts677ACCOUNTS
Average Account Value$820,069
- 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