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Benny Joe Heeb

Investment adviser representative at Stock Management LLC
42 yearsExperience
5 statesRegistered in
$141.8MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

42 years in the industry.

  1. Stock Management LLCMay 1984 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 5 states (CA, FL, OR, VA, WA).

Stock Management LLC

$141.8MAssets managed
446Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3036833
Firm CRD
113902
Advisor's SEC record (opens in a new tab)
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