Andrew Heitner is a registered investment advisor, based in Charlevoix, MI, with 31 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Charlevoix, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Snowden Account Services LLC
April 2022 - Present · 4 yrs 6 mos
Snowden Capital Advisors LLC
April 2022 - Present · 4 yrs 6 mos
Snowden Account Services LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Fieldpoint Private Securities LLC
March 2014 - April 2022 · 8 yrs 1 mo
Fieldpoint Private Securities, LLCBroker
December 2013 - April 2022 · 8 yrs 4 mos
Neuberger Berman LLC
June 2004 - December 2013 · 9 yrs 6 mos
Neuberger Berman LLCBroker
June 2004 - December 2013 · 9 yrs 6 mos
J.P. Morgan Securities INC.Broker
May 2001 - September 2003 · 2 yrs 4 mos
J.P. Morgan Securities INC.Broker
November 1994 - May 2001 · 6 yrs 6 mos
The Heitner CorporationBroker
June 1994 - October 1994 · 4 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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