Heritage Financial Counselors, LLC

Heritage Financial Counselors, LLC (CRD# 288232) is a financial advisory firm headquartered in Bedminster, NJ. They manage $179,205,556 in 387 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
442 Main Street (route 202), Bedminster, NJ 07921
https://www.linkedin.com/in/charlieweidman/
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $463,063
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

FL, NH, NJ

Financial Advisors at Heritage Financial Counselors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nancy Mulvey, financial advisor Bedminster NJ
Nancy W. Mulvey
CRD#: 1213609
442 Main Street (route 202), Bedminster, NJ 07921

Nancy Mulvey (CRD# 1213609) is an Investment Advisor Representative working at Heritage Financial Counselors, LLC in Bedminster, NJ and has 1 year of experience in the finance industry.

2
Charles Weidman, financial advisor Bedminster NJ
Charles P. Weidman
CRD#: 3252726
442 Main Street (route 202), Bedminster, NJ 07921

Charles Weidman (CRD# 3252726) is an Investment Advisor Representative working at Heritage Financial Counselors, LLC in Bedminster, NJ and has over 18 years of experience in the finance industry.

3
Colleen Echausse, financial advisor Bedminster NJ
Colleen F. Echausse
CRD#: 1812855
442 Main Street (route 202), Bedminster, NJ 07921

Colleen Echausse (CRD# 1812855) is an Investment Advisor Representative working at Heritage Financial Counselors, LLC in Bedminster, NJ and has 1 year of experience in the finance industry.

4
Jessica Perkins, financial advisor Bedminster NJ
Jessica L. Perkins
CRD#: 7692724
442 Main Street (route 202), Bedminster, NJ 07921

Jessica Perkins (CRD# 7692724) is an Investment Advisor Representative working at Heritage Financial Counselors, LLC in Bedminster, NJ and has 1 year 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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