Heritage Investors Management Corp

Heritage Investors Management Corp (CRD# 110420) is a financial advisory firm headquartered in Bethesda, MD. They manage $3,083,050,755 in 1,274 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3,083
    MILLION
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $2,419,977
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA

Financial Advisors at Heritage Investors Management Corp
Showing 1 - 6 of 6 top financial advisors.
1
Michael S. Cornfeld
CRD#: 1783964
7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814

Michael Cornfeld (CRD# 1783964) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 27 years of experience in the finance industry.

2
Brian M. Curtin
CRD#: 5399503
7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814

Brian Curtin (CRD# 5399503) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 5 years of experience in the finance industry.

3
Kenneth J. Long
CRD#: 2687493
7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814

Kenneth Long (CRD# 2687493) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 25 years of experience in the finance industry.

4
Laura L. McAree
CRD#: 3202593
7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814

Laura McAree (CRD# 3202593) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has 1 year of experience in the finance industry. Laura McAree 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.

5
Andrew M. Schenker
CRD#: 5563017
7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814

Andrew Schenker (CRD# 5563017) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 13 years of experience in the finance industry.

6
Derek R. Stone
CRD#: 1783956
7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814

Derek Stone (CRD# 1783956) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 27 years of experience in the finance industry.

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