SH
Stephen Heitz
from Sortino Advisory Partners, LLC
Stephen Heitz is a financial advisor based in Kentucky, Louisville,
with 21 years of experience. Stephen currently works for
Sortino Advisory Partners, LLC.
Stephen maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Heitz works at Sortino Advisory Partners, LLC
Sortino Advisory Partners, LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $177,884,942 of assets under management and employs about 2 people. Sortino Advisory Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
401 South 4th Avenue, Suite 910, Louisville, Kentucky, 40202
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