Matthew Jack Heller

Employer firm

Hcr Wealth Advisors CRD 108676

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2014 → 06/2017
  Brentwood High School
  Los Angeles, CA
• 06/2017 → 06/2021
  University Of Colorado Boulder
  Boulder, CO
• 06/2021 → 06/2021
  Royal Caribbean Group
  Fort Lauderdale, FL
• 09/2021 → 11/2021
  Nzk Productions
  Los Angeles, CA
• 01/2022 → 04/2022
  Hybrid Llc
  Los Angeles, CA
• 04/2022 → 06/2022
  Warner Bros. Entertainment
  Los Angeles, CA
• 06/2022 → 06/2022
  Hybrid Llc
  Los Angeles, CA
• 09/2022 → 09/2022
  Nzk Productions
  Los Angeles, CA
• 11/2022 → 11/2022
  Nzk Productions
  Los Angeles, CA
• 12/2022 → 12/2022
  Nzk Productions
  Los Angeles, CA
• 03/2023 → 04/2023
  Nzk Productions
  Los Angeles, CA
• 04/2023 → 06/2023
  Walt Disney Company
  Burbank, CA
• 09/2023 → 11/2023
  Port Films
  Los Angeles, CA
• 02/2024 → Present
  Hcr Wealth Advisors
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-25