Sean HeymanCRD Number: 6910329
Current Firm: Wealthspire Advisors
Sean Heyman (CRD# 6910329) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 2 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Wealthspire Advisors||San Rafael, CA||Jun 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mill Valley, CA||Feb 2018 - Jun 2022||4|
|Digital Engagement||Petaluma, CA||Jan 2010 - Feb 2018||8|
|Nu-designs Digital||Rhonert Park, CA||Jul 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management2,832MILLIONS
Total Number of Accounts3,655ACCOUNTS
Average Account Value$774,879
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, NV, NY, OR, TX, WA
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