Unclaimed Profile

Matthew Edward Heller

DAY & ENNIS, LLC·MACON, Georgia

Series 6, Series 7, Series 63, Series 65Clean record20 years registeredDAY & 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 · 20 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Aug 2023 – present

DAY & ENNIS, LLC

Jul 2013 – Jan 2024

MACON, GA

VALIC FINANCIAL ADVISORS, INC.

Jul 2006 – May 2013

MACON, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 3, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAY & ENNIS, LLC

CRD 125549 · SEC 801-62106

AUM

$384M

Regulatory assets under management

Employees

887 client accounts

Services offered by DAY & ENNIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAY & ENNIS, LLC →

Introduction

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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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