Andrew Heilman is not listed as a control person, but directly owns between 10% and 25% of MH & Associates Securities Management. Andrew Heilman holds a Bachelor's degree in Economics from California Polytechnic University, Pomona.
MH & Associates Securities Management is an investment adviser based in Carlsbad, CA, registered with the SEC since 1981. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $200 million, as filed on 31 August 2026. Its fees, ownership and offices are on the firm’s profile.
Andrew Heilman is Vice President/Portfolio Manager of MH & Associates, based in Carlsbad. He joined the firm in December of 2005 and focuses on the financial analysis of equity and debt securities. After graduating in 1999, he worked for Edison International at its corporate headquarters in Rosemead, California, including four years as a Financial Analyst in the Corporate Credit department.
Professional designations
Listed by MH & Associates Securities Management
- Chartered Financial Analyst (CFA)
- CRD
- 7426577
- Firm
- MH & Associates Securities Management · CRD 110516
- Role
- Vice President
- In role since
- January 2021 · 5 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Carlsbad, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mhinvestments.net
Where does Andrew Heilman work?
Andrew Heilman has been Vice President of MH & Associates Securities Management Corp since January 2021.
Is Andrew Heilman a CFA charterholder?
MH & Associates Securities Management lists Andrew Heilman with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Andrew Heilman’s record?
Andrew Heilman’s role is listed on MH & Associates Securities Management Corp’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110516.
