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).
Total Assets Under Management73MILLION
Total Number of Accounts144ACCOUNTS
Average Account Value$505,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CT, MA, NY, RI, TX
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.
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.
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.