Richard Heilig has been an investment adviser representative at Chestnut Street Investment Counsel since July 2020, and is not listed among the firm’s executive officers or direct owners. Richard Heilig studied at Westminster College.
Chestnut Street Investment Counsel, LLC is a Lancaster, PA firm with $120M under management, 85 clients and 3 advisers in one office, as of its January 2026 filing.
Richard P. Heilig is Portfolio Manager of Chestnut Street Investment Counsel, based in Lancaster, Pennsylvania. Heilig came to Chestnut Street from Wheatland Advisors, where Heilig also focused on portfolio management and investment analysis. Heilig has spent fifty-four years in the financial industry.
Richard Heilig’s longest registration was 28 years at Wheatland Advisors Inc (1991–2019). Before joining Chestnut Street Investment Counsel in 2020, Richard Heilig was registered through Wheatland Advisors Inc.
- – present · 6 yearsLancaster, PA · Adviser representative · Firm CRD 309741
- Wheatland Advisors Inc– · 28 yearsLancaster, PA · Adviser representative · Firm CRD 105026
Investment adviser representative registrations
Richard Heilig is registered as an investment adviser representative in Pennsylvania, since July 2020.
- PennsylvaniaSince 21 July 2020
Examinations
No examinations are on Richard Heilig’s record.
- Full name
- Richard Paul Heilig
- CRD
- 4347661
- Firm
- Chestnut Street Investment Counsel · CRD 309741
- Office
- 144 EAST CHESTNUT STREET, Lancaster, PA 17602
- Registration
- Investment adviser registration
- In the industry since
- May 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chestnutstreetic.com
Where does Richard Heilig work?
Richard Heilig is an investment adviser representative registered through Chestnut Street Investment Counsel, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Richard Heilig a financial advisor?
Yes. Richard Heilig has a current investment-adviser registration in Pennsylvania, through Chestnut Street Investment Counsel since July 2020.
How many years of experience does Richard Heilig have?
Richard Heilig has 34 years in the financial industry, since May 1992, across 2 adviser firms.
Where did Richard Heilig work before Chestnut Street Investment Counsel?
Before Chestnut Street Investment Counsel, Richard Heilig was registered through Wheatland Advisors Inc, July 1991 to September 2019.
Where is Richard Heilig based?
Richard Heilig’s registered office is in Lancaster, PA.
Is Richard Heilig registered with FINRA?
No. Richard Heilig has no current broker registration.
How can I verify Richard Heilig’s record?
Search CRD 4347661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Heilig’s full registration record.
