Unclaimed Profile

Anthony Jason Heilizer

SOLOMON HESS SBA MANAGEMENT LLC·FALLS CHURCH, Virginia

Series 7, Series 24, Series 27, Series 63, Series 65Clean record14 years registeredSOLOMON HESS SBA MANAGEMENT LLC

431 PARK AVENUE, FALLS CHURCH, VA 22046CRD# 3214880Firm CRD# 158481

Profile Verification

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

Identity

Anthony Jason Heilizer · FALLS CHURCH, VA

Registration

CRD #3214880 · SOLOMON HESS SBA MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOLOMON HESS SBA MANAGEMENT LLC

SOLOMON HESS CAPITAL MANAGEMENT

Aug 2012 – Dec 2020

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · August 13, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLOMON HESS SBA MANAGEMENT LLC

CRD 158481 · SEC 801-73744

AUM

$937M

Regulatory assets under management

Employees

4 client accounts

Services offered by SOLOMON HESS SBA MANAGEMENT LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SOLOMON HESS SBA MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Jason Heilizer offer?

Anthony Jason Heilizer specializes in Retirement Planning.

What are Anthony Jason Heilizer's credentials?

Anthony Jason Heilizer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Jason Heilizer located?

Anthony Jason Heilizer is based in FALLS CHURCH, Virginia, last registered with SOLOMON HESS SBA MANAGEMENT LLC.

How does Anthony Jason Heilizer charge for services?

Anthony Jason Heilizer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLOMON HESS SBA MANAGEMENT LLC?

SOLOMON HESS SBA MANAGEMENT LLC has approximately 7 employees and manages $937M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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