Belinda
Tsui
Heller Wealth Management
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About this Advisor
Belinda Tsui is a certified financial planner operating out of Melville, New York who has 2 years of relevant experience. Tsui works at Heller Wealth Management. Throughout their career, Tsui has worked at Eisner Retirement Solutions LLC, Hillcrest Wealth Advisors - Ny, LLC and Heller Wealth Management. Tsui holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in New York. Heller Wealth Management is a financial advisory business operating out of Melville, NY. It controls $302 million in assets across its 637 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 637 accounts, 89% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Heller Wealth Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management usually vary depending on which services are offered. However, fees charged by Heller Wealth Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heller Wealth Management Brokerage Details
$301,519,356
7
637
$473,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Belinda Tsui Work History
Belinda has been registered as a financial advisor for 2 years.*
Heller Wealth Management
Hillcrest Wealth Advisors - Ny, LLC
Eisner Retirement Solutions LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Belinda Tsui to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heller Wealth Management
Melville, NY
Melville, NY
Melville, NY
Melville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
