Richard Jay Heiman

Employer firm

Ars Wealth Advisors CRD 314882

$1.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION AND CONSULTING SERVICES AND CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 02/2016 → 07/2021
  Ars Wealth Advisors
  St. Petersburg, FL
• 07/2021 → Present
  Ars Wealth Advisors Group, Llc
  St. Petersburg, FL

Previous Registrations

• 2016-03-08 → 2021-07-01
  Ars Wealth Advisors
  St. Petersburg, FL
• 2010-07-15 → 2016-03-24
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 2000-03-14 → 2002-12-17
  Strategic Advisers Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-18
• S66 Uniform Combined State Law Examination
  2002-07-31
• S63 Uniform Securities Agent State Law Examination
  1991-03-20