Unclaimed Profile

Kevin Patrick Hussey

HERITAGE WEALTH MANAGEMENT GROUP, LTD·NORFOLK, Virginia

SIE, Series 7, Series 66Clean record11 years registeredHERITAGE WEALTH MANAGEMENT GROUP, LTD

733 BOUSH STREET, NORFOLK, VA 23510-1591CRD# 6395126Firm CRD# 148459

Profile Verification

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

Identity

Kevin Patrick Hussey · NORFOLK, VA

Registration

CRD #6395126 · HERITAGE WEALTH MANAGEMENT GROUP, LTD · 11 years registered

Brand Profile

Not yet started

Career History

OYSTER CREEK CAPITAL

Mar 2026 – present

HERITAGE WEALTH MANAGEMENT GROUP, LTD

Aug 2023 – Nov 2025

NORFOLK, VA

FIRST TRUST ADVISORS LP

Nov 2014 – Jun 2023

WHITE STONE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 10, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH MANAGEMENT GROUP, LTD

CRD 148459 · SEC 801-120938

AUM

$157M

Regulatory assets under management

Employees

537 client accounts

Services offered by HERITAGE WEALTH MANAGEMENT GROUP, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE WEALTH MANAGEMENT GROUP, LTD →

Introduction

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Frequently Asked Questions

What services does Kevin Patrick Hussey offer?

Kevin Patrick Hussey specializes in Financial Planning, Investment Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Kevin Patrick Hussey's credentials?

Kevin Patrick Hussey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Patrick Hussey located?

Kevin Patrick Hussey is based in NORFOLK, Virginia, working with HERITAGE WEALTH MANAGEMENT GROUP, LTD. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Kevin Patrick Hussey charge for services?

Kevin Patrick Hussey'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 WEALTH MANAGEMENT GROUP, LTD?

HERITAGE WEALTH MANAGEMENT GROUP, LTD has approximately 5 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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