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BT

Belinda Tsui

HELLER WEALTH MANAGEMENT
Melville, NY 11747
Some features on this profile are disabled
CRD#: 4029241
BT

Professional summary

Belinda Tsui, AIF®, CFP® is a registered financial advisor currently at HELLER WEALTH MANAGEMENT located in Melville, New York.

Belinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Belinda has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Belinda Tsui's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

October 10, 2021 - Present

HELLER WEALTH MANAGEMENT

Office #1: 225 Broadhollow Road Suite 215, Melville, NY 11747
RIA
CRD#: 124261
Melville, NY
Past

January 13, 2017 - May 16, 2019

EISNER RETIREMENT SOLUTIONS LLC

RIA
CRD#: 126818
HOLMDEL, NJ
Past

September 7, 2007 - December 31, 2016

EISNER RETIREMENT SOLUTIONS LLC

RIA
CRD#: 126818
NEW YORK, NY
Past

September 7, 2006 - September 4, 2007

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
NEW YORK, NY
Past

September 1, 2006 - September 4, 2007

TD AMERITRADE, INC.

RIA
CRD#: 7870
NEW YORK, NY
Past

September 1, 2006 - September 4, 2007

TD AMERITRADE, INC.

BD
CRD#: 7870
NEW YORK, NY
Past

October 27, 2005 - August 28, 2006

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
FORT LEE, NJ
Past

September 14, 2005 - August 28, 2006

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
FORT LEE, NJ
Past

June 3, 2003 - August 15, 2005

TD AMERITRADE, INC.

RIA
CRD#: 7870
EDISON, NJ
Past

November 22, 1999 - August 15, 2005

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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".
HW
HELLER WEALTH MANAGEMENT
HELLER WEALTH MANAGEMENT | TOTAL MANAGEMENT GROUP, INC. | TOTAL MANAGEMENT GROUP INC. DBA LARRY HELLER & ASSOCIATES | LARRY HELLER & ASSOCIATES, INC. | LARRY HELLER & ASSOCIATES

CRD#: 124261 / SEC#: 801-61749

RIA
Registered Investment Advisory firm - (1/17/2003 Approved)

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
New York
(10/10/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/25/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/24/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/28/2005
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/7/2004
General Securities Sales Supervisor - Options Module Examination

Current Firm

HW
HELLER WEALTH MANAGEMENT
HELLER WEALTH MANAGEMENT | TOTAL MANAGEMENT GROUP, INC. | TOTAL MANAGEMENT GROUP INC. DBA LARRY HELLER & ASSOCIATES | LARRY HELLER & ASSOCIATES, INC. | LARRY HELLER & ASSOCIATES

CRD#: 124261 / SEC#: 801-61749

RIA
Registered Investment Advisory firm - (1/17/2003 Approved)
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Contact information

Main Address
225 Broadhollow Road Suite 215, Melville, NY 11747
Mailing Address
Phone number
(631) 248-3600
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - 2026 (2/6/2026)

Regulatory assets under management

Total Number of Accounts787
AUM (Assets Under Management)$ 553,893,216

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HELLER WEALTH MANAGEMENT

CRD#: 124261Melville, NY 11747

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