Unclaimed Profile

Heidi Heath

MACRO CONSULTING GROUP LLC·PARSIPPANY, New Jersey

SIE, Series 7, Series 24, Series 66Clean record14 years registeredMACRO CONSULTING GROUP LLC

1639 ROUTE 10 EAST, PARSIPPANY, NJ 07054CRD# 4880414Firm CRD# 108755

Profile Verification

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

Identity

Heidi Heath · PARSIPPANY, NJ

Registration

CRD #4880414 · MACRO CONSULTING GROUP LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MACRO CONSULTING GROUP LLC

SII INVESTMENTS, INC.

Feb 2012 – Nov 2012

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACRO CONSULTING GROUP LLC

CRD 108755 · SEC 801-70753

AUM

$485M

Regulatory assets under management

Employees

416 client accounts

Services offered by MACRO CONSULTING GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACRO CONSULTING GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Heidi Heath offer?

Heidi Heath specializes in Financial Planning, Investment Management, Wealth Management.

What are Heidi Heath's credentials?

Heidi Heath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heidi Heath located?

Heidi Heath is based in PARSIPPANY, New Jersey, last registered with MACRO CONSULTING GROUP LLC.

How does Heidi Heath charge for services?

Heidi Heath'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 MACRO CONSULTING GROUP LLC?

MACRO CONSULTING GROUP LLC has approximately 22 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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