DH
Daniel B. Heyman
HEYMAN WEALTH MANAGEMENT
ENCINO, CA 91436
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CRD#: 4808440
DH
Professional summary
Daniel Brian Heyman, CFA is a registered financial advisor currently at HEYMAN WEALTH MANAGEMENT, LLC located in Encino, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 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.
DANIEL B. HEYMAN, CPA A PROFESSIONAL CORPORATION (10/1/2012) INVESTMENT RELATED PO BOX 261787, ENCINO, CA 91426 OFFICE OF CERTIFIED PUBLIC ACCOUNTANT PRESIDENT / SHAREHOLDER 160 HOURS PER MONTH (160 HOURS PER MONTH DURING TRADING HOURS) TAX PREPARATION, ACCOUNTING AND BUSINESS CONSULTING SERVICES HEYMAN PROPERTIES, LLC (12/17/2012) HEYMAN COLORADO SPRINGS LLC (FKA HEYMAN WESTERN AVENUE PROPERTIES, LLC) (12/17/2012) HEYMAN SOUTHPOINTE LLC (FKA 4820 W SLAUSON AVE, LLC) (12/17/2012) EDWARD HEYMAN AND CO., LLC (3/12/2015) HEYMAN CASTLE ROCK LLC (12/9/2021) INVESTMENT RELATED - REAL ESTATE ASSET OWNERSHIP PO BOX 261787, ENCINO, CA 91426 MANAGER / MEMBER 12 - 20 HOURS PER MONTH (6 - 10 HOURS PER MONTH DURING TRADING HOURS) GENERAL OVERSIGHT OF INDEPENDENT CONTRACTORS HIRED TO PERFORM MANAGEMENT, LEASING, MAINTENANCE, REPAIR, AND OTHER SERVICES TO RENTAL PROPERTIES OWNED BY THE ABOVE NAMED ENTITIES. HEYMAN BUILDING SERVICES INC. (7/15/2021) INVESTMENT RELATED - REAL ESTATE MAINTENANCE SERVICES PO BOX 261787, ENCINO, CA 91426 PRESIDENT 8 - 16 HOURS PER MONTH (8 - 16 HOURS PER MONTH DURING TRADING HOURS) GENERAL (REMOTE) OVERSIGHT OF MANAGERIAL STAFF LOCATED IN COLORADO. FRONT RANGE COWORKING INC. (5/8/2021) NON-INVESTMENT RELATED - COWORKING FACILITY PO BOX 261787, ENCINO, CA 91426 MANAGER 1 - 4 HOURS PER MONTH (NO HOURS PER MONTH DURING TRADING HOURS) GENERAL (REMOTE) OVERSIGHT OF COMMUNITY MANAGER LOCATED IN COLORADO.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Brian Heyman'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®
Experience
Current
November 29, 2010 - Present
HEYMAN WEALTH MANAGEMENT, LLC
Office #1: 16133 Ventura Blvd., Suite #640, Encino, CA 91436RIA
CRD#: 154971
ENCINO, CA
Past
September 20, 2004 - September 23, 2005
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
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
California(11/29/2010)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
HW
HEYMAN WEALTH MANAGEMENT, LLC
HEYMAN WEALTH MANAGEMENT, LLC
CRD#: 154971 / SEC#:
California
Registered Investment Advisory firm - (11/29/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16133 Ventura Blvd., Suite #640, Encino, CA 91436
Mailing Address
Po Box 261787, Encino, CA 91426
Phone number
(310) 773-9496
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 61,986,071 |
Red Flags
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