Unclaimed Profile

Brian Basil Heapps

SIGNATOR INVESTORS, INC.·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65ChFCClean record26 years registeredSIGNATOR INVESTORS, INC.

200 BERKELEY STREET, BOSTON, MA 02116CRD# 1666475Firm CRD# 468

Profile Verification

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

Identity

Brian Basil Heapps · BOSTON, MA

Registration

CRD #1666475 · SIGNATOR INVESTORS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Nov 2018 – present

SIGNATOR INVESTORS, INC.

Apr 2000 – Nov 2018

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · April 26, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATOR INVESTORS, INC.

CRD 468 · SEC 801-56298

AUM

$6.6B

Regulatory assets under management

Employees

1,206

34,375 client accounts

Services offered by SIGNATOR INVESTORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SIGNATOR INVESTORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Basil Heapps offer?

Brian Basil Heapps specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Brian Basil Heapps's credentials?

Brian Basil Heapps holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Basil Heapps located?

Brian Basil Heapps is based in BOSTON, Massachusetts, working with SIGNATOR INVESTORS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Brian Basil Heapps charge for services?

Brian Basil Heapps'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 SIGNATOR INVESTORS, INC.?

SIGNATOR INVESTORS, INC. has approximately 1206 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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