Unclaimed Profile

Timothy Glenn Slattery

HERITAGE INVESTMENT GROUP, INC.·POMPANO BEACH, Florida

Series 7, Series 63, Series 65Clean record23 years registeredHERITAGE INVESTMENT GROUP, INC.

2480 N.E. 23RD STREET, POMPANO BEACH, FL 33062CRD# 2322112Firm CRD# 113204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Glenn Slattery · POMPANO BEACH, FL

Registration

CRD #2322112 · HERITAGE INVESTMENT GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

HERITAGE INVESTMENT GROUP, INC.

Oct 2004 – present

HERITAGE INSTITUTIONAL ADVISORS, LLC

Jan 2003 – Oct 2006

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE INVESTMENT GROUP, INC.

CRD 113204 · SEC 801-60396

AUM

$1.7B

Regulatory assets under management

Employees

2,051 client accounts

Services offered by HERITAGE INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE INVESTMENT GROUP, INC. →

Introduction

Speak with Timothy

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

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

Looking for a financial advisor in POMPANO BEACH?

Browse all registered financial advisors in POMPANO BEACH, Florida or claim this profile if it's yours.

Browse POMPANO BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Glenn Slattery offer?

Timothy Glenn Slattery specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POMPANO BEACH, Florida for a consultation.

What are Timothy Glenn Slattery's credentials?

Timothy Glenn Slattery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Glenn Slattery located?

Timothy Glenn Slattery is based in POMPANO BEACH, Florida, working with HERITAGE INVESTMENT GROUP, INC.. Their office serves clients in the POMPANO BEACH metropolitan area and surrounding communities.

How does Timothy Glenn Slattery charge for services?

Timothy Glenn Slattery'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 INVESTMENT GROUP, INC.?

HERITAGE INVESTMENT GROUP, INC. has approximately 21 employees and manages $1.7B 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 →