Shaun Gerard Heelan
Investment adviser representative at Maat Investment Group Gmbh
10 yearsExperience
1 stateRegistered in
$1.4MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Maat Investment Group GmbhJun 2024 to now
- Colegios IepMar 2021 to Nov 2023
- Internationella Engelska Skolan AbDec 2020 to Dec 2023
- Jetpak Group AbJan 2019 to Jul 2024
- Paradigm Capital AgJan 2017 to Mar 2024
- Career BreakJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Maat Investment Group Gmbh
$1.4MAssets managed
6Clients
4Advisers
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
- 4641931
- Firm CRD
- 332840