Unclaimed Profile

Gregory Sandor Heller

HCR WEALTH ADVISORS·LOS ANGELES, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOCFP29 years registeredHCR WEALTH ADVISORS

10866 WILSHIRE BLVD., LOS ANGELES, CA 90024CRD# 1460520Firm CRD# 108676

Profile Verification

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

Identity

Gregory Sandor Heller · LOS ANGELES, CA

Registration

CRD #1460520 · HCR WEALTH ADVISORS · 29 years registered

Brand Profile

Not yet started

Career History

HCR WEALTH ADVISORS

Jan 2022 – present

HCR WEALTH ADVISORS

Jan 2007 – Dec 2021

LOS ANGELES, CA

ROYAL ALLIANCE ASSOCIATES, INC.

Jul 1997 – Jul 2002

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

2010Customer Dispute·Award / Judgment

2009Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HCR WEALTH ADVISORS

CRD 108676 · SEC 801-56452

AUM

$1.5B

Regulatory assets under management

Employees

2,751 client accounts

Services offered by HCR WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HCR WEALTH ADVISORS →

Introduction

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Frequently Asked Questions

What services does Gregory Sandor Heller offer?

Gregory Sandor Heller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Gregory Sandor Heller's credentials?

Gregory Sandor Heller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Sandor Heller located?

Gregory Sandor Heller is based in LOS ANGELES, California, working with HCR WEALTH ADVISORS. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Gregory Sandor Heller charge for services?

Gregory Sandor Heller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HCR WEALTH ADVISORS?

HCR WEALTH ADVISORS has approximately 17 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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