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Heather Lee Ankstitus

United Capital Financial Advisors

Holyoke, MA

North Dighton, MA

CRD 5602794

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-06-16
  • MA RA
    APPROVED
    Since 2014-06-16

Branch Locations

330 Whitney Ave. Suite 750, Holyoke, MA 01040 • United States

North Dighton, MA • 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
United Capital Financial Advisors, Llc Irving TX 05/2014 Present
  • 05/2014 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2013-12-20 → 2014-05-30
    Fwm Consulting, Inc.
    Holyoke, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-20
  • S65 Uniform Investment Adviser Law Examination
    2013-12-20
Other Names
  • Heather Lee Andrews

View on SEC IAPD

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