# MATTHEW E HEITMAN

MATTHEW E HEITMAN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with NATIONAL WEALTH MANAGEMENT GROUP, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NATIONAL WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/174883) | 2025-07-31 | present | Yes |
| [FI3 FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/168005) | 2024-06-19 | 2025-07-31 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2019-02-13 | 2019-07-17 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2018-08-02 | 2018-11-30 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2018-08-21 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2014-11-11 | 2018-07-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6304331)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6304331.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.