Unclaimed Profile

Richard Paul Heilig

WHEATLAND ADVISORS INC·LANCASTER, Pennsylvania

Clean record35 years registeredWHEATLAND ADVISORS INC

144 EAST CHESTNUT ST, LANCASTER, PA 17602CRD# 4347661Firm CRD# 105026

Profile Verification

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

Identity

Richard Paul Heilig · LANCASTER, PA

Registration

CRD #4347661 · WHEATLAND ADVISORS INC · 35 years registered

Brand Profile

Not yet started

Career History

CHESTNUT STREET INVESTMENT COUNSEL, LLC

Jul 2020 – present

WHEATLAND ADVISORS INC

Jul 1991 – Sep 2019

LANCASTER, PA

Registrations & Exams

Registration record

First registered · July 26, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WHEATLAND ADVISORS INC

CRD 105026 · SEC 801-34820

AUM

$115M

Regulatory assets under management

Employees

181 client accounts

Services offered by WHEATLAND ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHEATLAND ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Richard Paul Heilig offer?

Richard Paul Heilig specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Richard Paul Heilig's credentials?

Richard Paul Heilig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Paul Heilig located?

Richard Paul Heilig is based in LANCASTER, Pennsylvania, working with WHEATLAND ADVISORS INC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Richard Paul Heilig charge for services?

Richard Paul Heilig's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHEATLAND ADVISORS INC?

WHEATLAND ADVISORS INC has approximately 9 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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