Matthew Jack Heller
Investment adviser representative at Hcr Wealth Advisors
12 yearsExperience
1 stateRegistered in
$2BFirm assets
27 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
Experience
12 years in the industry.
- Hcr Wealth AdvisorsFeb 2024 to now
- Port FilmsSep 2023 to Nov 2023
- Walt Disney CompanyApr 2023 to Jun 2023
- Nzk ProductionsMar 2023 to Apr 2023
- Nzk ProductionsDec 2022 to Dec 2022
- Nzk ProductionsNov 2022 to Nov 2022
- Nzk ProductionsSep 2022 to Sep 2022
- Hybrid LLCJun 2022 to Jun 2022
- Warner Bros. EntertainmentApr 2022 to Jun 2022
- Hybrid LLCJan 2022 to Apr 2022
- Nzk ProductionsSep 2021 to Nov 2021
- Royal Caribbean GroupJun 2021 to Jun 2021
- University of Colorado BoulderJun 2017 to Jun 2021
- Brentwood High SchoolJun 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hcr Wealth Advisors
$2BAssets managed
938Clients
10Advisers
27 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
- 7965179
- Firm CRD
- 108676