President · HCR Wealth Advisors
Gregory S. Heller
CRD 1460520 · Named on Form ADV at one SEC-registered adviser
At a glance
HCR Wealth Advisors, an SEC-registered wealth manager based in LOS Angeles, CA with $2.0 billion in regulatory assets, lists Gregory S. Heller on its Form ADV as President, a control person.
Firms and roles
- HCR Wealth AdvisorsPresidentWealth manager · LOS Angeles, CA · $2.0B in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Steven J. WeinbergerSenior Managing Director, HCR Wealth Advisors
- Hayley N. NelsonChief Compliance Officer, HCR Wealth Advisors
- Jordan L. KahnChief Investment Officer, HCR Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.