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Michael Adam Heller

Keybanc Capital Markets Inc.

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About Michael Adam Heller

Michael Heller is a financial advisor with Keybanc Capital Markets Inc., based in New York. Michael has been in the industry since 1999 and holds Series 6, 7, and 63 licenses. Michael has experience with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., On-Site Trading, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States.

Firm Information

Michael Heller is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Michael Heller’s Registration & Firm History

NY

06/11/2012 - Present

Keybanc Capital Markets Inc. (New York NY)

NY

10/01/2008 - 06/15/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/04/2005 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/16/2000 - 05/17/2005

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

09/18/2000 - 10/03/2000

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

06/12/1995 - 09/19/1996

ON-SITE TRADING, INC. (GREAT NECK NY)

NY

06/26/1989 - 10/03/1989

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

06/26/1989 - 10/03/1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/1995

Series 7 - General Securities Representative Examination

BC

Issued 06/22/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michael Adam Heller. Review regulatory record here.
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