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Brian Arthur Heal

SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC·MONTEBELLO, New York
SIE, Series 6, Series 22, Series 63, Series 65Clean record4 years registeredSPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
400 RELLA BOULEVARD, MONTEBELLO, NY 10901CRD# 4719085Firm CRD# 285611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Arthur Heal · MONTEBELLO, NY
Registration
CRD #4719085 · SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

HEAL FINANCIAL LLC
Jun 2024 – present
SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
Aug 2021 – Dec 2024
MONTEBELLO, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 63
Series 65
Registration record
First registered · August 26, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
CRD 285611 · SEC 801-108742
AUM
$19M
Regulatory assets under management
Employees
3
93 client accounts
Services offered by SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC →
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05

Frequently Asked Questions

What services does Brian Arthur Heal offer?
Brian Arthur Heal specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONTEBELLO, New York for a consultation.
What are Brian Arthur Heal's credentials?
Brian Arthur Heal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Arthur Heal located?
Brian Arthur Heal is based in MONTEBELLO, New York, working with SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC. Their office serves clients in the MONTEBELLO metropolitan area and surrounding communities.
How does Brian Arthur Heal charge for services?
Brian Arthur Heal'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 SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC?
SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC has approximately 3 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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