GH
Gary Heidenstrom
ROBERT L. KRISTEL, C.P.A., P.C.
Schenectady, NY 12305
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CRD#: 4665165
GH
Professional summary
Gary Heidenstrom is a registered financial advisor currently at ROBERT L. KRISTEL, C.P.A., P.C. located in Schenectady, New York.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gary has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Heidenstrom'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
August 19, 2021 - Present
ROBERT L. KRISTEL, C.P.A., P.C.
Office #1: 670 Franklin Street, Schenectady, NY 12305RIA
CRD#: 126479
Schenectady, NY
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(8/19/2021)
Exams
Current Firm
RL
ROBERT L. KRISTEL, C.P.A., P.C.
ROBERT L. KRISTEL, C.P.A., P.C. | ROBERT L. KRISTEL, C.P.A.. P.C.
CRD#: 126479 / SEC#:
New York
Registered Investment Advisory firm - (6/30/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
670 Franklin Street, Schenectady, NY 12305
Mailing Address
Phone number
(518) 370-8000
Established
Firm type
Fiscal year end
# of Employees
6
Red Flags
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