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HC

Heidi A. Crawford

BELL INVESTMENT ADVISORS
ORINDA, CA 94563
Some features on this profile are disabled
CRD#: 5976276
HC

Professional summary

Heidi Anne Crawford, who also goes by Heidi Anne Stoltz, Heidi Anne Wiersma, is a registered financial advisor currently at BELL INVESTMENT ADVISORS INC located in Orinda, California.

Heidi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Heidi has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Heidi Anne Stoltz | Heidi Anne Wiersma

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 Heidi Anne Crawford'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

June 2, 2014 - Present

BELL INVESTMENT ADVISORS INC

Office #1: 2 Theatre Square Suite 315, Orinda, CA 94563
RIA
CRD#: 108383
ORINDA, CA
Past

March 27, 2012 - November 1, 2012

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
TUCSON, AZ

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".
BI
BELL INVESTMENT ADVISORS INC
BELL INVESTMENT ADVISORS INC

CRD#: 108383 / SEC#: 801-56417

RIA
Registered Investment Advisory firm - (4/12/1999 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.

Highlighted states indicate IAR registrations

IAR
California
(6/2/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2012
Uniform Investment Adviser Law Examination

Current Firm

BI
BELL INVESTMENT ADVISORS INC
BELL INVESTMENT ADVISORS INC

CRD#: 108383 / SEC#: 801-56417

RIA
Registered Investment Advisory firm - (4/12/1999 Approved)
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Contact information

Main Address
2 Theatre Square Suite 315, Orinda, CA 94563
Mailing Address
Phone number
(510) 433-1066
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (5 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BELL INVESTMENT ADVISORS FORM ADV PART 2A - JUNE 2025 (6/24/2025)

Regulatory assets under management

Total Number of Accounts1,157
AUM (Assets Under Management)$ 686,430,353

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

BELL INVESTMENT ADVISORS INC

CRD#: 108383Orinda, CA 94563

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