Nicole Marie Heavern
Investment adviser representative at Riverview Capital Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$624.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Riverview Capital Advisers, LLCMay 2020 to now
- Charles Schwab & Co., Inc.Jun 2016 to Apr 2020
- Charles Schwab BankJun 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Riverview Capital Advisers LLC
$624.1MAssets managed
221Clients
5Advisers
20 yearsIn 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
- 6681375
- Firm CRD
- 140377