Robert Heitzman, financial advisor Rockville MD
96 score

Robert Heitzman

CRD Number: 3003585
Current Firm: Boston Private Wealth LLC

Robert Heitzman (CRD# 3003585) is an Investment Advisor Representative working at Boston Private Wealth LLC in Rockville, MD and has over 18 years of experience in the finance industry. Robert Heitzman 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
Bp Wealth Management, LLC Boston, MA Oct 2014 - Current 2
Banyan Partners Plano, TX Oct 2013 - Current 3
Rushmore Investment Advisors Inc. Plano, TX May 2002 - Sep 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
Contact Info for Robert B. Heitzman
Phone Number: 800-422-6172
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    7,109
    MILLIONS
  • Total Number of Accounts
    7,280
    ACCOUNTS
  • Average Account Value
    $976,444
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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
96
Clean Record
This advisor has a clean track record with regulators.

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