Heidi Notman Muccifori

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 05/2019
  Macquarie Capital (Usa) Inc.
  New York, NY
• 05/2019 → 07/2021
  Hightower Securities Llc
  Chicago, IL
• 05/2019 → 07/2021
  Hightower Advisors Llc
  Chicago, IL
• 07/2021 → Present
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ

Previous Registrations

• 2019-08-01 → 2021-06-21
  Hightower Advisors, Llc
  Madison, NJ

Other Businesses

HNM MOOSE, INC; NOT INVESTMENT RELATED; MADISON,NJ; 100% OWNERSHIP WITH SPOUSE; START DATE 09/01/2016; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; RE-SELLER OF CHILDREN'S CLOTHING, FURNITURE, TOYS AND ACCESSORIES. CO-TRUSTEE FOR CLOSE FRIEND'S DAUGHTER; INV. RELATED; NEW YORK, NY; START DATE 7/2021; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. POWER OF ATTORNEY FOR PARENTS ; INV RELATED; CHESTNUT HILL, MA; POA; START DATE: 11/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| POWER OF ATTORNEY FOR MOTHER; INV RELATED; CHESTNUT HILL, MA; POA; START DATE: 11/26/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2019-07-29
• S63 Uniform Securities Agent State Law Examination
  2004-10-11

Designations

• Certified Financial Planner

Other Names

• Heidi Elizabeth Notman
• Heidi Elizabeth Muccifori