Maxwell Victor Heid
Investment adviser representative at D.A. Davidson & Co.
12 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- D.A. Davidson & Co.Jul 2024 to now
- University of WashingtonSep 2023 to Jun 2024
- D.A. DavidsonJun 2023 to Sep 2023
- University of WashingtonSep 2021 to Jun 2023
- Freedom Boat ClubJun 2021 to Sep 2021
- University of WashingtonSep 2020 to Jun 2021
- Freedom Boat ClubJun 2020 to Sep 2020
- StudentJul 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7779269
- Firm CRD
- 199