Unclaimed Profile

Brian Keith Lureen

HERITAGE ADVISORY SERVICES, INC.·MALVERN, Pennsylvania

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 27, Series 50, Series 52TO, Series 53, Series 54, Series 63, Series 65, Series 79TO, Series 99TO25 years registeredHERITAGE ADVISORY SERVICES, INC.

5 GREAT VALLEY PARKWAY, MALVERN, PA 19355CRD# 1613204Firm CRD# 119241

Profile Verification

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

Identity

Brian Keith Lureen · MALVERN, PA

Registration

CRD #1613204 · HERITAGE ADVISORY SERVICES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

HERITAGE ADVISORY SERVICES, INC.

Oct 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 27

Series 50

Series 52TO

Series 53

Series 54

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · October 24, 2000

Years registered · 25

Disclosure History

2013Civil·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

HERITAGE ADVISORY SERVICES, INC.

CRD 119241 · SEC 801-67269

AUM

$9M

Regulatory assets under management

Employees

64 client accounts

Services offered by HERITAGE ADVISORY SERVICES, INC.

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 ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Keith Lureen offer?

Brian Keith Lureen specializes in Financial Planning, Investment Management. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Brian Keith Lureen's credentials?

Brian Keith Lureen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Keith Lureen located?

Brian Keith Lureen is based in MALVERN, Pennsylvania, working with HERITAGE ADVISORY SERVICES, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Brian Keith Lureen charge for services?

Brian Keith Lureen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE ADVISORY SERVICES, INC.?

HERITAGE ADVISORY SERVICES, INC. has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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