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Lawrence Eliot Heller

TOTAL MANAGEMENT GROUP, INC.·MELVILLE, New York
Series 7, Series 63, Series 65Clean record30 years registeredTOTAL MANAGEMENT GROUP, INC.
225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 1684612Firm CRD# 124261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Eliot Heller · MELVILLE, NY
Registration
CRD #1684612 · TOTAL MANAGEMENT GROUP, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Apr 2026 – present
HELLER WEALTH MANAGEMENT
Oct 2021 – present
NATHAN & LEWIS SECURITIES, INC.
May 1996 – Jan 2003
MELVILLE, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 13, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOTAL MANAGEMENT GROUP, INC.
CRD 124261 · SEC 801-61749
AUM
$404M
Regulatory assets under management
Employees
6
717 client accounts
Services offered by TOTAL MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOTAL MANAGEMENT GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Lawrence Eliot Heller offer?
Lawrence Eliot Heller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Lawrence Eliot Heller's credentials?
Lawrence Eliot Heller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Eliot Heller located?
Lawrence Eliot Heller is based in MELVILLE, New York, working with TOTAL MANAGEMENT GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Lawrence Eliot Heller charge for services?
Lawrence Eliot Heller'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 TOTAL MANAGEMENT GROUP, INC.?
TOTAL MANAGEMENT GROUP, INC. has approximately 6 employees and manages $404M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL MANAGEMENT GROUP, INC.

Gregory Thomas Moss
MELVILLE, NY
CFP

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