Scott D. Heath
Professional summary
Scott Davis Heath, CFP®, who also goes by Scott D Heath, is a registered financial advisor currently at HEATH CAPITAL MANAGEMENT, INC. located in Bloomfield Hills, Michigan.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Scott has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Davis Heath's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
September 28, 2000 - Present
HEATH CAPITAL MANAGEMENT, INC.
Office #1: 7 W. Square Lake Rd., Bloomfield Hills, MI 48302December 4, 1992 - August 21, 1996
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2010)
(9/28/2000)
Exams
Current Firm
HEATH CAPITAL MANAGEMENT, INC.
CRD#: 120861 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 35,500,000 |
Red Flags
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