Heritage Wealth Management
Heritage Wealth Management (CRD# 159158) is a financial advisory firm headquartered in Medford, MA. They manage $98,020,465 in 355 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Heritage Wealth Management
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts355ACCOUNTS
-
Average Account Value$276,114
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, RI, TX
Financial Advisors at Heritage Wealth Management
1
Katherine Horgan (CRD# 1601776) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 19 years of experience in the finance industry.
2
Vincent Serratore (CRD# 2656617) is an Investment Advisor Representative working at Heritage Wealth Management in Medford, MA and has over 28 years of experience in the finance industry.
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