Paul Schatz, financial advisor Woodbridge CT

Paul Schatz

CRD Number: 2241878
Current Firm: Heritage Capital, LLC

Paul Schatz (CRD# 2241878) is an Investment Advisor Representative working at Heritage Capital, LLC in Woodbridge, CT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Capital LLC Woodbridge, CT Jun 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Paul B. Schatz
Phone Number: 203-389-3553
Registered State(s):
  • CT
  • FL
  • MA
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $159,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, MA, NY, RI, TX

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