Alexander M. Anderson

HEYMAN WEALTH MANAGEMENT

ENCINO, CA 91436

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CRD#: 5510719

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)

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: 8/20/2025

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
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.

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Alexander M. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Mcgregor Anderson Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

HEYMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2025

Current Firm

HEYMAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEYMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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