TrueAdvisor
TrueAdvisor
HA
HA

Heather Ayres

Caz Investments L.P.
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementAlternative Investments
Caz Investments L.P.
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
94 clients
Average Client Portfolio
$92.1M average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Investment management only

Location

One Riverway, Suite 2000, Houston, TX, 77056

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History

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.

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Other Business Activities

Heather owns an Airbnb rental property since 2015. She dedicates minimal time to this activity.

Employment History
Current Registrations
Caz Investments L.P.
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2017 - May 2021 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - May 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - May 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - January 2008 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - January 2008 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.