Rory C. Vanderheyden

INTELLIGENT INVESTING

Clayton, CA 94517-1448

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CRD#: 704480

Professional summary

Rory Craig Vanderheyden, CFP®, who also goes by Rory Craig Vandenheyden, is a registered financial advisor currently at INTELLIGENT INVESTING located in Clayton, California.

Rory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Rory has worked at 7 firms and has passed the Series 63, Series 7, Series 1 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rory Craig Vandenheyden

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 Rory Craig Vanderheyden'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: 1987

Experience

Current

December 18, 2019 - Present

INTELLIGENT INVESTING

Office #1: 6200 Center St. Suite 240, Clayton, CA 94517-1448

RIA

CRD#: 135120

Clayton, CA

Past

August 20, 1987 - December 8, 1994

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

Past

September 10, 1986 - September 1, 1987

SKAIFE & COMPANY

CRD#: 774

Past

July 24, 1984 - September 22, 1986

SENTRA SECURITIES CORPORATION

CRD#: 10249

Past

February 22, 1980 - August 2, 1984

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

February 22, 1980 - August 2, 1984

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

February 22, 1980 - August 2, 1984

IDS LIFE INSURANCE COMPANY

CRD#: 6321

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
(12/18/2019)

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

Series 63

Date: 2/15/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 2/11/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/25/1993

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

INTELLIGENT INVESTING

INTELLIGENT INVESTING | VANDER HEYDEN, RORY CRAIG | RORY C. VANDER HEYDEN

CRD#: 135120 / SEC#:

California

Registered Investment Advisory firm - (3/2/1995 Approved)

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Contact information

Main Address

6200 Center St. Suite 240, Clayton, CA 94517-1448

Mailing Address

Phone number

(925) 408-7327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 38,000,000

Red Flags

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Rory C. Vanderheyden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rory Craig Vanderheyden's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE ADVISOR SERVICES, INC.

SKAIFE & COMPANY

SENTRA SECURITIES CORPORATION

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 2/15/1980

Series 7

Date: 8/18/1984

Series 1

Date: 2/11/1980

Series 8

Date: 5/25/1993

Current Firm

INTELLIGENT INVESTING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT INVESTING

TRUST BUT VERIFY

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