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Gregory Jon Mancuso

HERITAGE EQUITY MANAGEMENT LLC·FORT PIERCE, Florida
SIE, Series 7, Series 6616 years registeredHERITAGE 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: HERITAGE EQUITY MANAGEMENT LLC
HERITAGE EQUITY MANAGEMENT LLC
Oct 2018 – Oct 2019
FORT PIERCE, FL
BMA ADVISORS, LLC
Nov 2016 – Nov 2017
Austin, TX
KINGSCOTE CAPITAL LLC
May 2016 – Sep 2016
Austin, TX
BBVA WEALTH SOLUTIONS INC.
Nov 2012 – Jun 2015
AUSTIN, TX
J.P. MORGAN SECURITIES LLC
Oct 2012 – Nov 2012
MCALLEN, TX
CHASE INVESTMENT SERVICES CORP.
Dec 2010 – Oct 2012
MISSION, TX
EDWARD JONES
Oct 2009 – Nov 2010
HARLINGEN, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 6, 2009
Years registered · 16
03

Disclosure History

2020Employment Separation After Allegations
2020Regulatory·Final
2015Employment Separation After Allegations
2015Employment Separation After Allegations
2013Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
HERITAGE EQUITY MANAGEMENT LLC
CRD 291647 · SEC 801-114181
AUM
$126M
Regulatory assets under management
Employees
2
1 client accounts
Services offered by HERITAGE EQUITY MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at HERITAGE EQUITY MANAGEMENT LLC →
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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.
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, last registered with HERITAGE EQUITY MANAGEMENT LLC.
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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Other Advisors at HERITAGE EQUITY MANAGEMENT LLC

Frank Arthur Lardino
FORT PIERCE, FL

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