Unclaimed Profile

Marc Heilweil

SPECTRUM ADVISORY SERVICES INC.·ATLANTA, Georgia

Series 2, Series 65Clean record10 years registeredSPECTRUM ADVISORY SERVICES INC.

1050 CROWN POINTE PARKWAY, ATLANTA, GA 30338CRD# 2776887Firm CRD# 107741

Profile Verification

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

Identity

Marc Heilweil · ATLANTA, GA

Registration

CRD #2776887 · SPECTRUM ADVISORY SERVICES INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPECTRUM ADVISORY SERVICES INC.

GRATUS CAPITAL, LLC

Jun 2016 – May 2018

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · June 15, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPECTRUM ADVISORY SERVICES INC.

CRD 107741 · SEC 801-40286

AUM

$487M

Regulatory assets under management

Employees

516 client accounts

Services offered by SPECTRUM ADVISORY SERVICES INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at SPECTRUM ADVISORY SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Marc Heilweil offer?

Marc Heilweil specializes in Investment Management, Wealth Management.

What are Marc Heilweil's credentials?

Marc Heilweil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Heilweil located?

Marc Heilweil is based in ATLANTA, Georgia, last registered with SPECTRUM ADVISORY SERVICES INC..

How does Marc Heilweil charge for services?

Marc Heilweil'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 SPECTRUM ADVISORY SERVICES INC.?

SPECTRUM ADVISORY SERVICES INC. has approximately 5 employees and manages $487M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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