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Sean Andrew Heyman

Wealthspire Advisors

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About Sean Andrew Heyman

Sean Heyman is an investment advisor representative at Wealthspire Advisors. Sean has been in the industry since 2018, and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean holds the Series 66, Series 7TO, and SIE licenses. Sean specializes in financial planning, pension consulting, and portfolio management. Wealthspire Advisors is a registered investment advisor that provides financial planning, portfolio management, and other wealth management services to individuals, families, and institutions.

Firm Information

Sean Heyman is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Heyman’s Registration & Firm History

CA

09/03/2024 - Present

Wealthspire Advisors (San Rafael CA)

CA

10/02/2019 - 06/10/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)

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Licenses & Designations

BOTH

Issued 03/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Andrew Heyman.
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