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Heather Roulston Ettinger

FAIRPORT, LLC·CLEVELAND, Ohio
Clean recordFAIRPORT, LLC
1350 EUCLID AVENUE, CLEVELAND, OH 44115-1833CRD# 1211843Firm CRD# 145182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Roulston Ettinger · CLEVELAND, OH
Registration
CRD #1211843 · FAIRPORT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heather Roulston Ettinger is a registered financial advisor based in CLEVELAND, Ohio, affiliated with FAIRPORT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FAIRPORT, LLC
FAIRPORT ASSET MANAGEMENT
AUM
$1.7B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at FAIRPORT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1211843
Firm CRD# 145182
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Roulston Ettinger offer?
Heather Roulston Ettinger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Heather Roulston Ettinger's credentials?
Heather Roulston Ettinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Roulston Ettinger located?
Heather Roulston Ettinger is based in CLEVELAND, Ohio, working with FAIRPORT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Heather Roulston Ettinger charge for services?
Heather Roulston Ettinger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRPORT, LLC?
FAIRPORT, LLC has approximately 31 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAIRPORT, LLC

Paul Roger Abbey
CLEVELAND, OH
Holly Day Deem
CLEVELAND, OH
Kenneth John Coleman
CLEVELAND, OH
Paul Andrew Zappala
CLEVELAND, OH
J. T. Mullen
CLEVELAND, OH

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Research
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