Unclaimed Profile

Donald John Hertling

HELLER WEALTH ADVISORS, LLC.·SUMMIT, New Jersey

Series 7, Series 63, Series 65, Series 66Clean record24 years registeredHELLER WEALTH ADVISORS, LLC.

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 2859212Firm CRD# 153730

Profile Verification

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

Identity

Donald John Hertling · SUMMIT, NJ

Registration

CRD #2859212 · HELLER WEALTH ADVISORS, LLC. · 24 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

May 2019 – present

BEACON POINTE WEALTH ADVISORS, LLC

May 2019 – Apr 2020

Summit, NJ

HELLER WEALTH ADVISORS, LLC.

Feb 2011 – May 2019

SUMMIT, NJ

NFP SECURITIES, INC.

Jun 2005 – Feb 2011

ROSELAND, NJ

AMERICAN ECONOMIC PLANNING GROUP INC

Dec 2003 – May 2005

WATCHUNG, NJ

AMERICAN ECONOMIC PLANNING GROUP INC

Jul 2002 – Dec 2002

WATCHUNG, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HELLER WEALTH ADVISORS, LLC.

CRD 153730 · SEC 801-72008

AUM

$458M

Regulatory assets under management

Employees

1,220 client accounts

Services offered by HELLER WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HELLER WEALTH ADVISORS, LLC. →

Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SUMMIT?

Browse all registered financial advisors in SUMMIT, New Jersey or claim this profile if it's yours.

Browse SUMMIT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donald John Hertling offer?

Donald John Hertling specializes in Financial Planning, Investment Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Donald John Hertling's credentials?

Donald John Hertling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald John Hertling located?

Donald John Hertling is based in SUMMIT, New Jersey, working with HELLER WEALTH ADVISORS, LLC.. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Donald John Hertling charge for services?

Donald John Hertling's firm is compensated through percentage of aum, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HELLER WEALTH ADVISORS, LLC.?

HELLER WEALTH ADVISORS, LLC. has approximately 9 employees and manages $458M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →