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Matthew Edward Heller

DAY & ENNIS, LLC·MACON, Georgia
Unclaimed Profile
125 PLANTATION CENTRE DRIVE SOUTH, MACON, GA 31210CRD# 5050933Firm CRD# 125549
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAY & ENNIS, LLC
DAY & ENNIS, LLC
AUM
$384M
Regulatory assets under management
Employees
6
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5050933
Firm CRD# 125549
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in MACON
John Richard Day — DAY & ENNIS, LLCWilliam Winston Ennis — DAY & ENNIS, LLCStephanie Gandy Hall — DAY & ENNIS, LLCGlenn Alan Rosen — ROSEN CAPITAL MANAGEMENT, INC.Wade Timothy Chapman — CFS WEALTH MANAGEMENT, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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