Andrew M Heyman

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2022-02-18
TX	RA	APPROVED	2022-02-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbia	MD	03/2014	02/2022
Morgan Stanley Smith Barney Llc	Hunt Valley	MD	02/2022	Present

03/2014 → 02/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD
02/2022 → Present

Morgan Stanley Smith Barney Llc

Hunt Valley, MD

2014-04-08 → 2022-02-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD
2013-03-14 → 2014-03-17

Kowitz Financial Group

Owings Mills, MD
2014-01-28 → 2014-03-14

Vsr Financial Services, Inc.

Owings Mills, MD

Lawrence, KS

Overland Park, KS

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-10-14
S65	Uniform Investment Adviser Law Examination	2013-02-25

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