Cyrus Robert Heaton Jr.
Professional Summary
Cyrus Robert Heaton JR., who also goes by Robert C. Heaton, was a registered financial advisor. Cyrus was a previously registered financial professional and started their career in finance 2003 - 2025. Cyrus had worked at 1 firm and has passed the Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert C. Heaton
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
M3 CAPITAL PARTNERS LLC | MACQUARIE CAPITAL PARTNERS LLC | MACQUARIE CAITAL PARTNERS LLC | M3 INVESTMENT GROUP LLC
Contact Information
Established
Delaware since 11/15/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GARRET C HOUSE REVOCABLE TRUST DATED JUNE 9, 2001 | CLASS C AND D OWNER | — |
| HARDICK, RORY ALAN | OWNER, TRUSTEE OF INTEREST IN POSSESSION SETTLEMENT CREATED BY RORY HARDICK | 4327559 |
| HOUSE, GARRET CLAUDE | TRUSTEE OF GARRET C HOUSE REVOCABLE TRUST DATED JUNE 9, 2001 | 1735936 |
| SUTER, DONALD E | CLASS C OWNER, CEO, CFO | 2765488 |
| VALLACE, CHRISTOPHER JAMES SR | CLASS C OWNER | 2274577 |
| HRM TRUST | TRUST, CLASS C & D OWNER | — |
| MEYER, ROBERT IAN | TRUSTEE OF HRM TRUST | 4786182 |
| THAKORE, TRISHUL VIPUL | CLASS D OWNER | 5817525 |
| AARON, MICHAEL A | CLASS D OWNER | 4279459 |
| ARDU, PINA | CLASS D OWNER | 6625861 |
| BRAZDA, TODD ANDREW | CLASS C OWNER | 5149615 |
| CONWAY, THOMAS DANIEL | CLASS C & D OWNER | 3039343 |
| CULVER, THOMAS CROMWELL | CLASS C OWNER | 5853242 |
| DANIEL P POEHLING IRREVOCABLE TRUST | CLASS C OWNER | — |
| INTEREST IN POSSESSION TRUST OF RORY ALAN HARDICK AND PATRICIA ANN HARDICK | TRUST, CLASS C OWNER | — |
| KIRA M. AND HUNTER P. SCHENK JOINT REVOCABLE TRUST | CLASS C OWNER | — |
| MALLERIS, ANDREW JAMES | CHIEF COMPLIANCE OFFICER | 5959083 |
| MCCARNEY, HAROLD | CLASS D OWNER | 6625894 |
| PATEL, RISHI | CLASS D OWNER | 6625906 |
| POEHLING, DANIEL PAUL | TRUSTEE OF DANIEL P POEHLING IRREVOCABLE TRUST | 4433050 |
| POON, CHARADE SIN WAI | CLASS D OWNER | 7368721 |
| SCHEIDERICH, ELIZABETH ASHLEY | CLASS D OWNER | 6096714 |
| SCHENK, HUNTER PRESCOTT | HUNTER P. SCHENK REVOCABLE TRUST | 5319507 |
| ZHANG, ROBBIE LIANG | CLASS D OWNER | 7368795 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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