Matthew
Wasp
Heller Wealth Management
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About this Advisor
Matthew Wasp is a financial advisor who works in Melville, New York. Wasp works at Heller Wealth Management. The advisor has gained experience at New York Life Insurance Co, Salve Regina University, Kuttin Wealth Management, Liberty Moving And Storage, American University Of Rome, Rocco'S Pizza And Pasta, Smithtown High School East, Nylife Securities LLC, Ameriprise Financial Services, LLC and Heller Wealth Management. Wasp maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Heller Wealth Management is a company that has its headquarters in Melville, NY. It has $302 million in total assets among its 637 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 637 customer accounts, 89% are associated with high-net-worth individuals who have greater than $1 million in assets. Heller Wealth Management performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Heller Wealth Management likely include 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
Matthew Wasp Work History
Matthew has been registered as a financial advisor for 0 years.*
Heller Wealth Management
Nylife Securities LLC
Ameriprise Financial Services, LLC
Kuttin Wealth Management
New York Life Insurance Co
Salve Regina University
Kuttin Wealth Management
Salve Regina University
Liberty Moving And Storage
Salve Regina University
American University Of Rome
Rocco'S Pizza And Pasta
Salve Regina University
Rocco'S Pizza And Pasta
Smithtown High School East
*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 Matthew Wasp 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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