Unclaimed Profile

Scott Joseph Drown

HELLER WEALTH ADVISORS, LLC.·SUMMIT, New Jersey

SIE, Series 7, Series 65, Series 66Clean record20 years registeredHELLER WEALTH ADVISORS, LLC.

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 4958465Firm CRD# 153730

Profile Verification

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

Identity

Scott Joseph Drown · SUMMIT, NJ

Registration

CRD #4958465 · HELLER WEALTH ADVISORS, LLC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HELLER WEALTH ADVISORS, LLC.

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BEACON POINTE ADVISORS, LLC

Apr 2019 – May 2022

Summitt, NJ

BEACON POINTE WEALTH ADVISORS, LLC

Apr 2019 – Apr 2020

Summit, NJ

HELLER WEALTH ADVISORS, LLC.

Mar 2011 – May 2019

SUMMIT, NJ

NFP SECURITIES, INC.

Aug 2005 – Mar 2011

ROSELAND, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · August 23, 2005

Years registered · 20

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

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Frequently Asked Questions

What services does Scott Joseph Drown offer?

Scott Joseph Drown specializes in Financial Planning, Investment Management.

What are Scott Joseph Drown's credentials?

Scott Joseph Drown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Joseph Drown located?

Scott Joseph Drown is based in SUMMIT, New Jersey, last registered with HELLER WEALTH ADVISORS, LLC..

How does Scott Joseph Drown charge for services?

Scott Joseph Drown'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.

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