Edward Heller is a registered investment advisor, based in White Plains, NY, with 26 years of industry experience.
Location
925 Westchester Avenue, Suite 103, White Plains, NY, 10604
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Edward is a partner at HF Financial Group LLC, involved in accounting/bookkeeping and mortgage-related activities, dedicating a few hours per week. He is also a partner at Heller, & Filippone LLP, focusing on tax preparation, accounting, and payroll, which is a full-time commitment. Additionally, Edward is an insurance agent referring clients for insurance needs, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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