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AA

Alexander M. Anderson

HEYMAN WEALTH MANAGEMENT
ENCINO, CA 91436
Some features on this profile are disabled
CRD#: 5510719
AA

Professional summary

Alexander Mcgregor Anderson Jr., who also goes by Alexander Mcgregor Anderson, is a registered financial advisor currently at HEYMAN WEALTH MANAGEMENT, LLC located in Encino, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alexander has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Mcgregor Anderson

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 Alexander Mcgregor Anderson Jr.'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®
None

Experience

Current

October 21, 2025 - Present

HEYMAN WEALTH MANAGEMENT, LLC

Office #1: 16133 Ventura Blvd., Suite #640, Encino, CA 91436
RIA
CRD#: 154971
ENCINO, CA

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
(10/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2025
Uniform Investment Adviser Law Examination

Current Firm

HW
HEYMAN WEALTH MANAGEMENT, LLC
HEYMAN WEALTH MANAGEMENT, LLC

CRD#: 154971 / SEC#:

California
Registered Investment Advisory firm - (11/29/2010 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts101
AUM (Assets Under Management)$ 61,986,071

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

HEYMAN WEALTH MANAGEMENT, LLC

CRD#: 154971Encino, CA 91436

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