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Gregory Jon Mancuso

HERITAGE EQUITY MANAGEMENT LLC·FORT PIERCE, Florida
Series 7, Series 66HERITAGE EQUITY MANAGEMENT LLC
4005 A1A HWY #3, FORT PIERCE, FL 34949CRD# 5681691Firm CRD# 291647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Jon Mancuso · FORT PIERCE, FL
Registration
CRD #5681691 · HERITAGE EQUITY MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Gregory Jon Mancuso is a registered financial advisor based in FORT PIERCE, Florida, affiliated with HERITAGE EQUITY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HERITAGE EQUITY MANAGEMENT LLC
HERITAGE EQUITY MANAGEMENT LLC
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HERITAGE EQUITY MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5681691
Firm CRD# 291647
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Jon Mancuso offer?
Gregory Jon Mancuso specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in FORT PIERCE, Florida for a consultation.
What are Gregory Jon Mancuso's credentials?
Gregory Jon Mancuso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Jon Mancuso located?
Gregory Jon Mancuso is based in FORT PIERCE, Florida, working with HERITAGE EQUITY MANAGEMENT LLC. Their office serves clients in the FORT PIERCE metropolitan area and surrounding communities.
How does Gregory Jon Mancuso charge for services?
Gregory Jon Mancuso's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE EQUITY MANAGEMENT LLC?
HERITAGE EQUITY MANAGEMENT LLC has approximately 2 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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FORT PIERCE, FL

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Research
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