Michael Heavey is a registered investment advisor, based in Bethesda, MD, with 26 years of industry experience.
Location
7373 Wisconsin Ave., Suite #750, Bethesda, MD, 20814
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Paralel DistributorsBroker
November 2025 - Present · 5 mos
Potomac
October 2025 - Present · 6 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2025 - June 2025 · 3 mos
Cambridge Investment Research Advisors, INC.
March 2025 - June 2025 · 3 mos
Assetmark, INC.
August 2022 - December 2024 · 2 yrs 4 mos
Assetmark Brokerage, LLCBroker
August 2022 - December 2024 · 2 yrs 4 mos
Flexible Plan Investments LTD
February 2017 - July 2022 · 5 yrs 5 mos
Ceros Financial Services, INC.Broker
March 2016 - July 2022 · 6 yrs 4 mos
Strategic Advisers, INC.
July 2014 - March 2015 · 8 mos
Fidelity Brokerage Services LLCBroker
June 2014 - March 2015 · 9 mos
Mfs Fund Distributors, INC.Broker
December 2005 - August 2012 · 6 yrs 8 mos
Charles Schwab & CO., INC.Broker
March 2004 - October 2005 · 1 yr 7 mos
Sentra Securities CorporationBroker
May 2001 - December 2001 · 7 mos
Spelman & CO., INC.Broker
May 2001 - December 2001 · 7 mos
Fortress Financial Securities CorporationBroker
September 2000 - March 2001 · 6 mos
Salomon Smith Barney INC.Broker
April 1998 - November 1998 · 7 mos
Garban LLCBroker
November 1994 - January 1998 · 3 yrs 2 mos
Rmj Securities CORP.Broker
October 1993 - April 1994 · 6 mos
Liberty Brokerage INC.Broker
August 1990 - October 1993 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.