Heritage Advisors Group, Inc.

Heritage Advisors Group, Inc. (CRD# 307283) is a financial advisory firm headquartered in Maitland, FL. They manage $70,264,710 in 282 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
166 Lookout Place, Suite 100, Maitland, FL 32751
https://www.heritage-advisors.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $249,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Heritage Advisors Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Rossetti, financial advisor Maitland FL
Anthony J. Rossetti
CRD#: 2756049
166 Lookout Place, Suite 100, Maitland, FL 32751

Anthony Rossetti (CRD# 2756049) is an Investment Advisor Representative working at Heritage Advisors Group, Inc. in Maitland, FL and has over 27 years of experience in the finance industry.

2
John Kelly, financial advisor Maitland FL
John B. Kelly
CRD#: 7230044
166 Lookout Place, Suite 100, Maitland, FL 32751

John Kelly (CRD# 7230044) is an Investment Advisor Representative working at Heritage Advisors Group, Inc. in Maitland, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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