Sean Heyman, financial advisor San Rafael CA

Sean Heyman

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Sean A. Heyman
Phone Number: 415-526-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,832
    MILLIONS
  • Total Number of Accounts
    3,655
    ACCOUNTS
  • Average Account Value
    $774,879
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)
Types of Clients
Registered States

AZ, CA, CO, FL, NV, NY, OR, TX, WA

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