Capitol Securities Management
47yrs
Top advisor by experience in Tampa
29yrs
Eric Heymann is a fiduciary financial advisor in Tampa, Florida, with 29 years in the industry. Eric joined Wells Fargo Advisors in 2026, after ten years at Truist Advisory Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 14% by experience in Tampa
Office100 S Ashley Dr 9th Floor [F6-Rbo], Tampa, FL 33602
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2016 – 2026Truist Advisory Services, Inc.Previously
Contact Eric
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Eric. 100 S Ashley Dr 9th Floor [F6-Rbo]Tampa, FL 33602Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Eric Heymann. Eric works from the Tampa, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1997, about 29 years. Top 14% by experience in Tampa.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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