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Richard Paul Heilig

Chestnut Street Investment Counsel, LLC

Lancaster, PA

CRD 4347661

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Employer firm

Chestnut Street Investment Counsel, LLC CRD 309741

$120M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Chestnut Street Investment Counsel, Llc

144 East Chestnut Street, Lancaster, PA 17602 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-07-21
  • PA RA
    APPROVED
    Since 2020-07-21

Branch Locations

144 East Chestnut Street, Lancaster, PA 17602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wheatland Advisors Inc Lancaster PA 08/1987 09/2019
Chestnut Street Investment Counsel, Llc Lancaster PA 07/2020 Present
Unemployed Lancaster PA 09/2019 06/2020
Previous Registrations
  • 1991-07-26 → 2019-09-20
    Wheatland Advisors Inc
    Lancaster, PA

View on SEC IAPD

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