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KH

Kevin A. Heckman

EASTERLY INVESTMENT PARTNERS
FORT WASHINGTON, PA
Some features on this profile are disabled
CRD#: 5587154
KH

Professional summary

Kevin Allen Heckman, who also goes by Kevin Heckman, is a registered financial advisor currently at EASTERLY INVESTMENT PARTNERS LLC located in Fort Washington, Pennsylvania and EASTERLY SECURITIES LLC located in Beverly, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kevin has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin Heckman

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 Kevin Allen Heckman's CRS (Customer Relationship Summary).
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

April 13, 2026 - Present

EASTERLY INVESTMENT PARTNERS LLC

RIA
CRD#: 299607
FORT WASHINGTON, PA
Current

April 13, 2026 - Present

EASTERLY SECURITIES LLC

Office #1: 138 Conant Street Suite 100, Beverly, MA 01915
BD
CRD#: 281103
Beverly, MA
Past

March 10, 2023 - April 6, 2026

ROCKEFELLER FINANCIAL LLC

RIA
CRD#: 291361
FORT WASHINGTON, PA
Past

March 10, 2023 - April 6, 2026

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
Conshohocken, PA
Past

December 17, 2014 - May 24, 2023

GLENMEDE INVESTMENT MANAGEMENT, LP

RIA
CRD#: 108165
PHILADELPHIA, PA
Past

November 18, 2014 - March 13, 2023

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Philadelphia, PA

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".
EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(4/13/2026)
RR
District of Columbia
(4/13/2026)
RR
Maryland
(4/13/2026)
RR
Massachusetts
(4/13/2026)
RR
New Jersey
(4/13/2026)
RR
New York
(4/13/2026)
RR
Pennsylvania
(4/13/2026)
IAR
Pennsylvania
(4/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
PREMIUM
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Contact information

Main Address
138 Conant Street Suite 100, Beverly, MA 01915
Mailing Address
Phone number
(617) 231-4300
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EASTERLY INVESTMENT PARTNERS LLC 2024 PART 2A BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts274
AUM (Assets Under Management)$ 3,054,234,330

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/10/2026
Cover Page
Report
03/06/2025
Cover Page
Report
02/23/2024
Cover Page
Report
03/08/2023
Cover Page
Report

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

EASTERLY INVESTMENT PARTNERS LLC

CRD#: 299607Fort Washington, PA

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