Heritage Capital Advisors, LLC

Heritage Capital Advisors, LLC (CRD# 115308) is a financial advisory firm headquartered in Saint Paul, MN. They manage $66,870,837 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3900 Northwoods Drive, Suite 315, Saint Paul, MN 55112
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $703,904
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Heritage Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Moller, financial advisor Saint Paul MN
Scott F. Moller
CRD#: 4486727
3900 Northwoods Drive, Suite 315, Saint Paul, MN 55112

Scott Moller (CRD# 4486727) is an Investment Advisor Representative working at Heritage Capital Advisors, LLC in Saint Paul, MN and has over 6 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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