Heritage Wealth Management

Heritage Wealth Management (CRD# 159158) is a financial advisory firm headquartered in Needham, MA. They manage $50,818,989 in 272 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $186,835
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.

FL, MA, RI

Financial Advisors at Heritage Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Katherine S. Horgan
CRD#: 1601776
75 Second Avenue, Suite 605, Needham, MA 02494
96
Wealthminder
score

Katherine Horgan (CRD# 1601776) is an Investment Advisor Representative working at Heritage Wealth Management in Needham, MA and has over 13 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
75 Second Avenue, Suite 605, Needham, MA 02494
93
Wealthminder
score

Vincent Serratore (CRD# 2656617) is an Investment Advisor Representative working at Heritage Wealth Management in Needham, MA and has over 22 years of experience in the finance industry.

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