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Naaman Heyman

Cascadia Capital, LLC

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About Naaman Heyman

Naaman Heyman is a registered investment advisor associated with Cascadia Capital, LLC. Naaman has been in the industry for over 10 years and is currently registered in Washington. Naaman has passed the Series 63, Series 79, and the Securities Industry Essentials Examination (SIE). Prior to joining Cascadia Capital, LLC Naaman was employed by Barclays Capital Inc..

Firm Information

Naaman Heyman is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

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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Naaman Heyman’s Registration & Firm History

WA

07/30/2018 - Present

Cascadia Capital, LLC (SEATTLE WA)

NY

09/06/2012 - 08/18/2017

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/02/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Naaman Heyman.
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