Unclaimed Profile

Matthew David Heller

WILLNER & HELLER LLC·ENCINO, California

Series 6, Series 7, Series 63, Series 65Clean record28 years registeredWILLNER & HELLER LLC

15760 VENTURA BLVD, ENCINO, CA 91436CRD# 2204090Firm CRD# 135406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew David Heller · ENCINO, CA

Registration

CRD #2204090 · WILLNER & HELLER LLC · 28 years registered

Brand Profile

Not yet started

Career History

WILLNER & HELLER LLC

Nov 2006 – present

CITICORP INVESTMENT SERVICES

Mar 2003 – Jan 2004

ENCINO, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

May 1998 – Mar 2003

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 12, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLNER & HELLER LLC

CRD 135406 · SEC 801-112631

AUM

$137M

Regulatory assets under management

Employees

385 client accounts

Services offered by WILLNER & HELLER LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WILLNER & HELLER LLC →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ENCINO?

Browse all registered financial advisors in ENCINO, California or claim this profile if it's yours.

Browse ENCINO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew David Heller offer?

Matthew David Heller specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ENCINO, California for a consultation.

What are Matthew David Heller's credentials?

Matthew David Heller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew David Heller located?

Matthew David Heller is based in ENCINO, California, working with WILLNER & HELLER LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.

How does Matthew David Heller charge for services?

Matthew David Heller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLNER & HELLER LLC?

WILLNER & HELLER LLC has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →