AdvisorOS Directory
Claim Profile
Unclaimed Profile
PS

Paul Brian Schatz

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Brian Schatz · WOODBRIDGE, CT
Registration
CRD #2241878 · HERITAGE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODBRIDGE?

Browse all registered financial advisors in WOODBRIDGE, Connecticut or claim this profile if it's yours.

Browse WOODBRIDGE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in WOODBRIDGE, Connecticut

Polina R. Crotty
REGENT WEALTH MANAGEMENT GROUP, INC.·WOODBRIDGE, CT
Alan Paul Weiss
REGENT WEALTH MANAGEMENT GROUP, INC.·WOODBRIDGE, CT
Paul Harrigan
WHARTON MIDMARKET INVESTMENT ADVISORS INC.·WOODBRIDGE, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile