Unclaimed Profile

Matthew Edward Heller

DAY & ENNIS, LLC·MACON, Georgia

Clean recordDAY & ENNIS, LLC

125 PLANTATION CENTRE DRIVE SOUTH, MACON, GA 31210CRD# 5050933Firm CRD# 125549

Profile Verification

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

Identity

Matthew Edward Heller · MACON, GA

Registration

CRD #5050933 · DAY & ENNIS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Edward Heller is a registered financial advisor based in MACON, Georgia, affiliated with DAY & ENNIS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAY & ENNIS, LLC

AUM

$384M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAY & ENNIS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5050933

Firm CRD# 125549

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Edward Heller offer?

Matthew Edward Heller specializes in Financial Planning, Investment Management. Contact their office in MACON, Georgia for a consultation.

What are Matthew Edward Heller's credentials?

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

Where is Matthew Edward Heller located?

Matthew Edward Heller is based in MACON, Georgia, working with DAY & ENNIS, LLC. Their office serves clients in the MACON metropolitan area and surrounding communities.

How does Matthew Edward Heller charge for services?

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

How large is DAY & ENNIS, LLC?

DAY & ENNIS, LLC has approximately 6 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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