Heath D Heavy
Investment Adviser Representative at Albion Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Heath D. Heavy is an investment adviser representative with Albion Financial Group in Salt Lake City, UT, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with CG Advisory Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 20
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CG Advisory Services DBA Evangelista and AssociatesJun 2022 – Jul 2024Ann Arbor, MI
- Highschool and CollegeAug 2011 – May 2022Jackson, MI
- Geneos Wealth ManagementJan 2023 – Apr 2023Ann Arbor, MI
- LPL Financial LLCApr 2023 – Jul 2024Ann Arbor, MI
- Albion Financial GroupAug 2024 – no end date reportedSalt Lake City, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Albion Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advising and investment management, including helping clients establish clearly stated financial goals, building personalized long-term investment plans, and monitoring macroeconomic indicators to construct client investment portfolios.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Salt Lake City, UT
- Founded:
- 1982
- SEC file number:
- 801-18270
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 24, 2026
View full firm profileOther advisors at Albion Financial Group
Showing 12 of 20 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heath D Heavy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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