Financial advisor
LAWRENCE ELIOT HELLER
At Savant Wealth Management · Melville, NY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Heller Wealth Management | Heller Wealth Management | Savant Wealth Management | Acquisition | March 31, 2026 | $550M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 3, 2026 | Current |
| HELLER WEALTH MANAGEMENT | Investment adviser | October 19, 2021 | October 8, 2026 |
| FIRST CAPITAL EQUITIES,LTD. | Broker-dealer | April 28, 2003 | November 21, 2013 |
| NATHAN & LEWIS SECURITIES, INC. | Investment adviser | May 13, 1996 | January 27, 2003 |
| NATHAN & LEWIS SECURITIES, INC. | Broker-dealer | May 13, 1996 | April 25, 2003 |
| HARTFORD EQUITY SALES COMPANY INC. | Broker-dealer | December 6, 1993 | May 14, 1996 |
| NORTH RIDGE SECURITIES CORP. | Broker-dealer | January 1, 1992 | May 20, 1996 |
| USLIFE EQUITY SALES CORP. | Broker-dealer | October 20, 1988 | January 8, 1992 |
| W. S. GRIFFITH & CO., INC. | Broker-dealer | April 6, 1988 | October 20, 1988 |
| SHEARSON LEHMAN HUTTON INC. | Broker-dealer | September 4, 1987 | March 9, 1988 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.