Heritage Capital, LLC

Heritage Capital, LLC (CRD# 127650) is a financial advisory firm headquartered in Woodbridge, CT. They manage $72,731,615 in 144 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $505,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, NY, RI, TX

Financial Advisors at Heritage Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ronald R. Milone
CRD#: 4200818
555 Long Wharf Dr., New Haven, CT 06511
96
Wealthminder
score

Ronald Milone (CRD# 4200818) is an Investment Advisor Representative working at Heritage Capital, LLC in New Haven, CT and has over 17 years of experience in the finance industry. Ronald Milone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul B. Schatz
CRD#: 2241878
1 Bradley Road, Suite 202, Woodbridge, CT 06525
93
Wealthminder
score

Paul Schatz (CRD# 2241878) is an Investment Advisor Representative working at Heritage Capital, LLC in Woodbridge, CT and has over 24 years of experience in the finance industry.

3
Christopher T. Angle
CRD#: 3149166
Redding, CT
81
Wealthminder
score

Christopher Angle (CRD# 3149166) is an Investment Advisor Representative working at Heritage Capital, LLC in Redding, CT and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.