Unclaimed Profile

Simon John Heslop

FSA WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts

SIE, Series 7, Series 63CFAClean record23 years registeredFSA WEALTH MANAGEMENT, LLC

144 GOULD STREET, NEEDHAM, MA 02494CRD# 2619297Firm CRD# 288525

Profile Verification

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

Identity

Simon John Heslop · NEEDHAM, MA

Registration

CRD #2619297 · FSA WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Dec 2025 – present

FSA WEALTH MANAGEMENT, LLC

Aug 2017 – Dec 2025

NEEDHAM, MA

COMMONWEALTH FINANCIAL NETWORK

Apr 2011 – Aug 2019

Needham, MA

GREYSTONE FINANCIAL ADVISORS

Oct 2002 – Dec 2004

LONDONDERRY, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 23, 2002

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FSA WEALTH MANAGEMENT, LLC

CRD 288525 · SEC 801-110991

AUM

$414M

Regulatory assets under management

Employees

905 client accounts

Services offered by FSA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FSA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Simon John Heslop offer?

Simon John Heslop specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Simon John Heslop's credentials?

Simon John Heslop holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Simon John Heslop located?

Simon John Heslop is based in NEEDHAM, Massachusetts, working with FSA WEALTH MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Simon John Heslop charge for services?

Simon John Heslop's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FSA WEALTH MANAGEMENT, LLC?

FSA WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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