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Scott Fred Moller

HERITAGE CAPITAL ADVISORS, LLC·ST PAUL, Minnesota
Series 65Clean record8 years registeredHERITAGE CAPITAL ADVISORS, LLC
3900 NORTHWOODS DRIVE, ST PAUL, MN 55112CRD# 4486727Firm CRD# 115308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Fred Moller · ST PAUL, MN
Registration
CRD #4486727 · HERITAGE CAPITAL ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE CAPITAL ADVISORS, LLC
Oct 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 18, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HERITAGE CAPITAL ADVISORS, LLC
CRD 115308 · SEC 801-60796
AUM
$67M
Regulatory assets under management
Employees
4
87 client accounts
Services offered by HERITAGE CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HERITAGE CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Scott Fred Moller offer?
Scott Fred Moller specializes in Investment Management. Contact their office in ST PAUL, Minnesota for a consultation.
What are Scott Fred Moller's credentials?
Scott Fred Moller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Fred Moller located?
Scott Fred Moller is based in ST PAUL, Minnesota, working with HERITAGE CAPITAL ADVISORS, LLC. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Scott Fred Moller charge for services?
Scott Fred Moller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE CAPITAL ADVISORS, LLC?
HERITAGE CAPITAL ADVISORS, LLC has approximately 4 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)PLYMOUTH (69)MINNETONKA (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)MAPLE GROVE (19)
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