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
0 Governors Avenue, Suite 34, Medford, MA 02155
http://www.hwmcorp.com
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MA, RI, TX

Financial Advisors at Heritage Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Katherine Horgan, financial advisor Medford MA
Katherine S. Horgan
CRD#: 1601776
0 Governors Avenue, Suite 34, Medford, MA 02155

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, financial advisor Medford MA
Vincent Serratore
CRD#: 2656617
0 Governors Avenue, Suite 34, Medford, MA 02155

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.

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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