Justin R. Heller

HELLER PRIVATE WEALTH

FORT LAUDERDALE, FL 33301

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CRD#: 5963719

Professional summary

Justin Ryan Heller, CFP®, who also goes by Justin R Heller, is a registered financial advisor currently at HELLER PRIVATE WEALTH located in Fort Lauderdale, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Justin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin R Heller

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.

1.) Blu Boy Racing Stables LLC; Not Investment Related; Boca Raton, FL 33496; Family venture that owns race horses; Member; Start Date11/24/21;The approximate number of hours/month devoted to the other business: 0 hours/month; The number of hours devoted to the other business during securities trading hours: 0 hours; Entity owns race horses and is engaged in the sale of merchandise; Ownership percentage: 33% 2.) Neal & Justin Family Holdings LLC; Not Investment Related; Boca Raton, Florida, 33496; Limited Liability Company; Owner; Start date of relationship: 11/1/2022; Number of hours devoted: 0 hour(s) Yearly; Number of hours devoted during trading hours: 0; Duties: The entity was set up as a part of my family's estate planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Ryan Heller'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 14, 2023 - Present

HELLER PRIVATE WEALTH

Office #1: 1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301

RIA

CRD#: 324272

FORT LAUDERDALE, FL

Past

August 24, 2016 - March 13, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT LAUDERDALE, FL

Past

May 13, 2016 - March 13, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT LAUDERDALE, FL

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

Florida
(3/14/2023)

IAR

Texas
(3/19/2023)

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 66

Date: 8/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/13/2016

General Securities Representative Examination

Current Firm

HELLER PRIVATE WEALTH

HELLER PRIVATE WEALTH | HELLER PRIVATE WEALTH LLC

CRD#: 324272 / SEC#:

Florida

Registered Investment Advisory firm - (3/14/2023 Approved)

Texas

Registered Investment Advisory firm - (12/8/2022 Conditional Restricted)

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Contact information

Main Address

1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301

Mailing Address

Phone number

(954) 995-4761

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 73,242,098

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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Justin R. Heller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Ryan Heller's CRS (Customer Relationship Summary).

Certified licenses

Experience

HELLER PRIVATE WEALTH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 5/13/2016

Current Firm

HELLER PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HELLER PRIVATE WEALTH

TRUST BUT VERIFY

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