Heritage Wealth Management

Heritage Wealth Management (CRD# 159158) is a financial advisory firm headquartered in Medford, MA. They manage $49,024,000 in 250 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $196,096
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
  • 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.

MA

Financial Advisors at Heritage Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Katherine S. Horgan
CRD#: 1601776
Zero Governors Ave., Suite 34, Medford, MA 02155
96
Wealthminder
score

Katherine Horgan (CRD# 1601776) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 12 years of experience in the finance industry. Katherine Horgan 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
Vincent Serratore
CRD#: 2656617
Zero Governors Ave., Suite 34, Medford, MA 02155
93
Wealthminder
score

Vincent Serratore (CRD# 2656617) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 20 years of experience in the finance industry.

3
John J. Verrengia
CRD#: 2272793
Zero Governors Ave., Suite 34, Medford, MA 02155
93
Wealthminder
score

John Verrengia (CRD# 2272793) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 24 years of experience in the finance industry.

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