Seth Andrew Heine

Employer firm

Seth Heine LLC CRD 326952

$350.0K regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2020 → 12/2020
  Archer Fox, Llc
  Ormond Beach, FL
• 11/2022 → 12/2023
  Equitable Advisors, Llc
  Jacksonville, FL
• 12/2021 → 07/2025
  Lowe's Home Improvement
  Ormond Beach, FL
• 01/2020 → 12/2021
  Natural Beauty Native Landscapes
  Ormond Beach, FL
• 06/2015 → 12/2019
  Worryfree Real Estate Llp
  New York, NY
• 12/2023 → Present
  Seth Heine Llc
  Ormond Beach, FL
• 08/2025 → Present
  Floor & Decor
  Daytona Beach, FL

Previous Registrations

• 2012-06-18 → 2015-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-16
• S66 Uniform Combined State Law Examination
  2012-06-16
• S63 Uniform Securities Agent State Law Examination
  2004-01-19

Designations

• Certified Financial Planner

Other Names

• Seth Andrew Heine
• Seth Heine