Unclaimed Profile

Charles Patrick Weidman

HERITAGE FINANCIAL COUNSELORS, LLC·BEDMINSTER, New Jersey

SIE, Series 7, Series 63, Series 66CFPClean record20 years registeredHERITAGE FINANCIAL COUNSELORS, LLC

442 MAIN STREET (ROUTE 202), BEDMINSTER, NJ 07921CRD# 3252726Firm CRD# 288232

Profile Verification

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

Identity

Charles Patrick Weidman · BEDMINSTER, NJ

Registration

CRD #3252726 · HERITAGE FINANCIAL COUNSELORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HERITAGE FINANCIAL COUNSELORS, LLC

Aug 2017 – present

LPL FINANCIAL LLC

Mar 2012 – Sep 2017

WHIPPANY, NJ

FINANCIAL FOCUS, LLC

Jun 2010 – Mar 2012

LIVINGSTON, NJ

SECURIAN FINANCIAL SERVICES, INC.

Mar 2007 – Jun 2010

LIVINGSTON, NJ

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jan 2006 – Feb 2007

FAIRFIELD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 27, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE FINANCIAL COUNSELORS, LLC

CRD 288232 · SEC 801-110841

AUM

$179M

Regulatory assets under management

Employees

387 client accounts

Services offered by HERITAGE FINANCIAL COUNSELORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE FINANCIAL COUNSELORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Patrick Weidman offer?

Charles Patrick Weidman specializes in Financial Planning, Investment Management. Contact their office in BEDMINSTER, New Jersey for a consultation.

What are Charles Patrick Weidman's credentials?

Charles Patrick Weidman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Patrick Weidman located?

Charles Patrick Weidman is based in BEDMINSTER, New Jersey, working with HERITAGE FINANCIAL COUNSELORS, LLC. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.

How does Charles Patrick Weidman charge for services?

Charles Patrick Weidman'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 FINANCIAL COUNSELORS, LLC?

HERITAGE FINANCIAL COUNSELORS, LLC has approximately 4 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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