Matthew
Wasp
Heller Wealth Management
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About this Advisor
Matthew Wasp is a financial advisor based in Melville, New York, working with Heller Wealth Management. Matthew has previously held positions 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. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Heller Wealth Management, which operates out of Melville, New York. The firm has 6 employees and manages assets totaling $404.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Heller Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heller Wealth Management Brokerage Details
$404,135,430
6
717
$563,648
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
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
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
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