Teddy D. Heichman

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CRD#: 4471673

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Teddy Dov Heichman was a registered financial professional .

Teddy is a previously registered financial professional and started their career in finance in 2002. Teddy had worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

1. Teddy Dov Heichman is President & CEO of Kensington Financial Associates. This company provides loans to businesses and individuals. This is a full time position. 2. CERTIFIED FLIGHT INSTRUCTOR, APPROXIMATELY 10 HOURS PER MONTH, CHARGING AN HOURLY FEE. 3. DIRECTOR-HOME OWNERS ASSOCIATIONS 2-3 HR/MONTH 1-SOUTH TOWER AT THE POINT 2-THE POINT MASTER ASSOCIATION 4. Trustee; Investment Related: Yes; Location: 2980 NE 207th street suite 809 Aventura, FL 33180; Description of the business: serving as trustee on irrevocable life insurance trusts; Responsibilities Duties: Sign on life insurance applications as trustee, provide annual certification to insurance carriers, distribute funds to beneficiaries in case of death of the insured; Start date with business: 2020-11-19; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 9, 2019 - March 22, 2023

1818 PRIVATE CLIENT GROUP, LLC

RIA

CRD#: 304110

AVENTURA, FL

Past

July 30, 2015 - July 19, 2017

HAPOALIM SECURITIES USA, INC.

CRD#: 266

AVENTURA, FL

Past

March 19, 2008 - December 4, 2014

VALLEY FINANCIAL MANAGEMENT, INC.

CRD#: 105387

AVENTURA, FL

Past

January 8, 2007 - June 4, 2007

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

July 28, 2003 - April 8, 2005

FLAGSTAR ADVISORS

CRD#: 104233

NEW YORK, NY

Past

February 6, 2002 - October 3, 2002

HSBC BROKERAGE (USA) INC.

CRD#: 6956

NEW YORK, 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".

1818 PRIVATE CLIENT GROUP, LLC

CRD#: 304110 / SEC#: 801-132124

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

Florida

Registered Investment Advisory firm - (6/13/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/22/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/18/2009

General Securities Principal Examination

Current Firm

1818 PRIVATE CLIENT GROUP, LLC

CRD#: 304110 / SEC#: 801-132124

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

Florida

Registered Investment Advisory firm - (6/13/2025 Terminated)

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Contact information

Main Address

2980 Ne 207th St Suite 809, Aventura, FL 33180

Mailing Address

Phone number

(305) 684-8331

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - 1818 PRIVATE CLIENT GROUP, LLC (6/10/2025)

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 107,905,169

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.

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Firm Stability Insights

Teddy D. Heichman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HAPOALIM SECURITIES USA, INC.

VALLEY FINANCIAL MANAGEMENT, INC.

HAPOALIM SECURITIES USA, INC.

FLAGSTAR ADVISORS

HSBC BROKERAGE (USA) INC.

Primary Firm SEC Registration

1818 PRIVATE CLIENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2019

Series 66

Date: 2/22/2002

SIE

Date: 7/19/2017

Series 7

Date: 2/5/2002

Series 24

Date: 8/18/2009

Current Firm

1818 PRIVATE CLIENT GROUP, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

1818 PRIVATE CLIENT GROUP, LLC

TRUST BUT VERIFY

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