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Thomas Louis Heidecker

GRACIAN CAPITAL LLC·SAN DIEGO, California
Series 27Clean recordGRACIAN CAPITAL LLC
11512 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 6424223Firm CRD# 165698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Louis Heidecker · SAN DIEGO, CA
Registration
CRD #6424223 · GRACIAN CAPITAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GRACIAN CAPITAL LLC
CRD 165698 · SEC 801-107530
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by GRACIAN CAPITAL LLC
Per Form ADV
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GRACIAN CAPITAL LLC →
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04

Frequently Asked Questions

What services does Thomas Louis Heidecker offer?
Thomas Louis Heidecker specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Thomas Louis Heidecker's credentials?
Thomas Louis Heidecker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Louis Heidecker located?
Thomas Louis Heidecker is based in SAN DIEGO, California, working with GRACIAN CAPITAL LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Thomas Louis Heidecker charge for services?
Thomas Louis Heidecker's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRACIAN CAPITAL LLC?
GRACIAN CAPITAL LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Zachary Austin Shannon
SAN DIEGO, CA

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Research
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