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Paul Brian Schatz

HERITAGE CAPITAL, LLC·WOODBRIDGE, Connecticut
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1 BRADLEY ROAD SUITE 202, WOODBRIDGE, CT 06525CRD# 2241878Firm CRD# 127650
01

About

Paul Brian Schatz is a registered financial advisor based in WOODBRIDGE, Connecticut, affiliated with HERITAGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
HERITAGE CAPITAL, LLC
HERITAGE CAPITAL, LLC
AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HERITAGE CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Other: FLAT FEE
Regulatory
SEC/IARD CRD# 2241878
Firm CRD# 127650
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Brian Schatz offer?
Paul Brian Schatz specializes in Investment Management, Wealth Management. Contact their office in WOODBRIDGE, Connecticut for a consultation.
What are Paul Brian Schatz's credentials?
Paul Brian Schatz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Brian Schatz located?
Paul Brian Schatz is based in WOODBRIDGE, Connecticut, working with HERITAGE CAPITAL, LLC. Their office serves clients in the WOODBRIDGE metropolitan area and surrounding communities.
How does Paul Brian Schatz charge for services?
Paul Brian Schatz's firm is compensated through percentage of aum, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE CAPITAL, LLC?
HERITAGE CAPITAL, LLC has approximately 1 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODBRIDGE
Alan Paul Weiss — REGENT WEALTH MANAGEMENT GROUP, INC.Polina R. Crotty — REGENT WEALTH MANAGEMENT GROUP, INC.Paul Harrigan — WHARTON MIDMARKET INVESTMENT ADVISORS INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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