Belinda Tsui

Current Employers

Employment History

• 09/2007 → 12/2016
  Eisner Retirement Solutions Llc
  New York, NY
• 01/2017 → 03/2019
  Hillcrest Wealth Advisors - Ny, Llc
  Holmdel, NJ
• 04/2019 → 03/2026
  Heller Wealth Management
  Melville, NY
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2017-01-13 → 2019-05-16
  Hillcrest Wealth Advisors - Ny, Llc
  Holmdel, NJ
• 2007-09-07 → 2016-12-31
  Hillcrest Wealth Advisors - Ny, Llc
  Holmdel, NJ
• 2006-09-01 → 2007-09-04
  Td Ameritrade, Inc.
  New York, NY
• 2006-09-07 → 2007-09-04
  Td Ameritrade Investment Management, Llc
  New York, NY
• 2005-10-27 → 2006-08-28
  Hsbc Securities (Usa) Inc.
  Fort Lee, NJ
  Parsippany, NJ
  Fort Lee, NJ
  Englewood, NJ
  Hillside, NJ
  Jersey City, NJ
  Morristown, NJ
  Hoboken, NJ
  Livingston, NJ
  Ridgewood, NJ
  Summit, NJ
• 2003-06-03 → 2005-08-15
  Td Ameritrade, Inc.
  Edison, NJ

Other Businesses

Savant Wealth Management acquired the assets of Heller Wealth Management, an SEC-registered investment adviser, effective 03/31/2026. Heller Wealth Management will continue to operate during a transition period, during which Ms. Tsui will serve as an Investment Advisor Representative. Following the transition, the investment adviser registration of Heller Wealth Management will be withdrawn.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-25
• S63 Uniform Securities Agent State Law Examination
  1999-11-24

Designations