Heath Black (CRD# 2889426) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Winter Garden, FL and has over 25 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management | Winter Garden, FL | Aug 2023 - Current | < 1 |
| Voya Investments Distributor, LLC | Windsor, CT | Aug 2023 - Current | < 1 |
| Nuview Trust | Longwood, FL | Oct 2022 - Aug 2023 | < 1 |
| Investx Capital Ltd. | New York, NY | Dec 2021 - Sep 2022 | < 1 |
| Nuview Trust | Longwood, FL | Nov 2020 - Dec 2021 | 1 |
| Independent Financial Partners | Tampa, FL | May 2020 - Dec 2021 | 1 |
| Ifp Securities, LLC | Boca Raton, FL | May 2019 - Dec 2021 | 2 |
| Lpl Financial LLC | Boca Raton, FL | Oct 2018 - May 2019 | < 1 |
| Unemployed | Lake Worth, FL | Jan 2018 - Oct 2018 | < 1 |
| Prudential Investment Management Services LLC | Lake Worth, FL | Feb 2005 - Jan 2018 | 12 |
| Prudential Insurance Company Of America | Lake Worth, FL | Feb 2005 - Jan 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- AK
- AZ
- DE
- DC
- FL
- GA
- IL
- IN
- KY
- LA
- ME
- NM
- ND
- OK
- RI
- SC
- TX
- VA
-
Total Assets Under Management241,808MILLIONS
-
Total Number of Accounts96,377ACCOUNTS
-
Average Account Value$2,508,976
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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