Unclaimed Profile

Ronald Edward Heakins

OAKMONT INVESTMENT ADVISORS, INC.·PITTSBURGH, Pennsylvania

SIE, Series 5, Series 7, Series 8, Series 63, Series 6525 years registeredOAKMONT INVESTMENT ADVISORS, INC.

731 S. AIKEN AVE, PITTSBURGH, PA 15232CRD# 1007878Firm CRD# 111095

Profile Verification

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

Identity

Ronald Edward Heakins · PITTSBURGH, PA

Registration

CRD #1007878 · OAKMONT INVESTMENT ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

OAK TREE INVESTMENT ADVISORS

Aug 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · August 31, 2000

Years registered · 25

Disclosure History

2002Customer Dispute·Denied

2001Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OAKMONT INVESTMENT ADVISORS, INC.

CRD 111095 · SEC 801-113803

AUM

$150M

Regulatory assets under management

Employees

211 client accounts

Services offered by OAKMONT INVESTMENT ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OAKMONT INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Ronald Edward Heakins offer?

Ronald Edward Heakins specializes in Investment Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Ronald Edward Heakins's credentials?

Ronald Edward Heakins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Edward Heakins located?

Ronald Edward Heakins is based in PITTSBURGH, Pennsylvania, working with OAKMONT INVESTMENT ADVISORS, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Ronald Edward Heakins charge for services?

Ronald Edward Heakins'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 OAKMONT INVESTMENT ADVISORS, INC.?

OAKMONT INVESTMENT ADVISORS, INC. has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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