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Peter Andrew Heine

Strong Wealth Advisors, LLC

White Plains, NY

Stamford, CT

CRD 2326104

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Employer firm

Strong Wealth Advisors, LLC CRD 332447

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • PRIVATE PLACEMENT INVESTING

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

Current Employers
Strong Wealth Advisors, Llc

1266 E Main St Ste 700R, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-05
  • NY RA
    APPROVED
    Since 2026-02-05

Branch Locations

White Plains, NY • United States

Stamford, CT • 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
OrganizationCityStateFromTo
Smith Graham & Co Investment Advisors L.P. New York NY 03/2009 11/2022
Loop Capital Asset Management New York NY 11/2022 09/2024
Unemployed White Plains NY 10/2022 12/2025
Strong Wealth Advisors Llc White Plains NY 01/2026 Present
  • 03/2009 → 11/2022
    Smith Graham & Co Investment Advisors L.P.
    New York, NY
  • 11/2022 → 09/2024
    Loop Capital Asset Management
    New York, NY
  • 10/2022 → 12/2025
    Unemployed
    White Plains, NY
  • 01/2026 → Present
    White Plains, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-05
S63 Uniform Securities Agent State Law Examination 1995-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-02-05
  • S63 Uniform Securities Agent State Law Examination
    1995-02-27

View on SEC IAPD

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