Unclaimed Profile

Heather Honey Anderson

UMPQUA INVESTMENTS, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 27, Series 63, Series 66, Series 99TOClean recordUMPQUA INVESTMENTS, INC.

ONE SW COLUMBIA STREET, PORTLAND, OR 97204CRD# 2621029Firm CRD# 1254

Profile Verification

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

Identity

Heather Honey Anderson · PORTLAND, OR

Registration

CRD #2621029 · UMPQUA INVESTMENTS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 66

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, 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 STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

Speak with Heather Honey

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

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

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Heather Honey Anderson offer?

Heather Honey Anderson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Heather Honey Anderson's credentials?

Heather Honey Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Honey Anderson located?

Heather Honey Anderson is based in PORTLAND, Oregon, working with UMPQUA INVESTMENTS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Heather Honey Anderson charge for services?

Heather Honey Anderson'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 UMPQUA INVESTMENTS, INC.?

UMPQUA INVESTMENTS, INC. has approximately 524 employees and manages $991M 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 →