Edward Hecker
Edward Hecker is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Melbourne, FL, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
6769 North Wickham Road, Suite B100, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1992Other Business Activities
Edward co-owns a rental property with his son-in-law since 2016, dedicating minimal time to it. He also serves on the finance committee for Calvary Chapel Fellowship of Melbourne Inc, spending minimal time per month verifying church financials.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Alliancebernstein Investment Research and Management, INC.Broker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.