David Heller
David Heller is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Melville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent selling life, accident, and health insurance since 1988, dedicating nearly full-time hours to this. He is also the president of D.C. Heller & Company, Inc. (since 1991) and High Street Insurance Partners, Inc. (since 2024), both involved in insurance sales and employee benefits.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
Washington Square Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
Pml Securities CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations4 states
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