Inactive

Alexander Heyman

Heyman Investment Counseling LLC

Claim This Profile

Current Employers

Heyman Investment Counseling Llc

San Diego, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-07
IL	RA	APPROVED	2026-07-07
OH	RA	APPROVED	2026-07-07

CA RA
APPROVED

Since 2026-07-07
IL RA
APPROVED

Since 2026-07-07
OH RA
APPROVED

Since 2026-07-07

Branch Locations

San Diego, CA • 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

Organization	City	State	From	To
Heyman Investment Counselling Llc	San Diego	CA	11/2025	Present
Mariner Wealth Advisors	New York	NY	03/2023	07/2025
Aggancio	New York	NY	06/2020	02/2023
Fulcrum Surf	San Diego	CA	06/2016	06/2020
Unemployed	San Diego	CA	08/2025	10/2025

11/2025 → Present

Heyman Investment Counselling Llc

San Diego, CA
03/2023 → 07/2025

Mariner Wealth Advisors

New York, NY
06/2020 → 02/2023

Aggancio

New York, NY
06/2016 → 06/2020

Fulcrum Surf

San Diego, CA
08/2025 → 10/2025

Unemployed

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-06

S65 Uniform Investment Adviser Law Examination

2026-04-06

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor