DH
Darren R. Heil
QM ADVISORS LLC
Peachtree City, GA
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CRD#: 3254793
DH
Professional summary
Darren Russell Heil, who also goes by Darren R Heil, is a registered financial advisor currently at QM ADVISORS LLC located in Peachtree City, Georgia.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Darren has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darren R Heil
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Darren Russell Heil is the owner of 1776 Capital LLC. 01/2012; From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. QM Advisors LLC always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of QM Advisors LLC in connection with such individual's activities outside of QM Advisors LLC.
Darren Russell Heil is a licensed insurance agent. 175 Interlochen Dr. Peachtree City, GA 30269; 2010; 1 business hour per week. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. QM Advisors LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of QM Advisors LLC in their capacity as a licensed insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Russell Heil's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2018 - Present
QM ADVISORS LLC
RIA
CRD#: 297438
Peachtree City, GA
Past
January 30, 2012 - September 28, 2018
CEROS FINANCIAL SERVICES, INC.
BD
CRD#: 37869
SUWANEE, GA
Past
January 23, 2012 - October 21, 2018
CAPITAL RESEARCH ADVISORS, LLC
RIA
CRD#: 125621
SUWANEE, GA
Past
October 21, 2010 - January 24, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PEACHTREE CITY, GA
Past
October 8, 2010 - January 24, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PEACHTREE CITY, GA
Past
July 17, 2001 - September 10, 2002
RUMSON CAPITAL, LLC
BD
CRD#: 33848
MONTEBELLO, NY
Past
July 29, 1999 - July 18, 2001
SCHONFELD SECURITIES, LLC
BD
CRD#: 23304
JERICHO, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QA
QM ADVISORS LLC
G&S CAPITAL LLC | QM ADVISORS LLC
CRD#: 297438 / SEC#: 801-132594
RIA
Registered Investment Advisory firm - (4/17/2025 Approved)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Georgia
Registered Investment Advisory firm - (4/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/23/2025 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/23/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/6/2019)
IAR
Georgia(9/21/2018)
IAR
Texas(8/7/2020)
IAR
Virginia(5/15/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/16/1999
Limited Representative-Equity Trader ExamCurrent Firm
QA
QM ADVISORS LLC
G&S CAPITAL LLC | QM ADVISORS LLC
CRD#: 297438 / SEC#: 801-132594
RIA
Registered Investment Advisory firm - (4/17/2025 Approved)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Georgia
Registered Investment Advisory firm - (4/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/23/2025 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/23/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Peachtree City, GA
Mailing Address
Phone number
(404) 965-3578
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 159 |
| AUM (Assets Under Management) | $ 118,124,962 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
