Investment adviser representative · Core Wealth Advisors, Inc.
Heath R. Clevenger
CRD 8291720 · Lakeland, FL
At a glance
Heath R. Clevenger is an investment adviser representative with Core Wealth Advisors, Inc. in Lakeland, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Core Wealth Advisors, Inc.Since July 2026Lakeland, FL · $702M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Heath’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.