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HERITAGE EQUITY MANAGEMENT LLC
HERITAGE EQUITY MANAGEMENT LLC
FORT PIERCE, Florida
·
2 registered advisors
·
CRD# 291647
SEC# 801-114181
0
954-304-4708
01
Firm Overview
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at HERITAGE EQUITY MANAGEMENT LLC
2 registered advisors
Frank Arthur Lardino
FORT PIERCE, Florida
CRD# 4104690
Gregory Jon Mancuso
FORT PIERCE, Florida
CRD# 5681691
05
Office Locations
FORT PIERCE, Florida
2 advisors
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Data sourced from SEC Form ADV filings. HERITAGE EQUITY MANAGEMENT LLC (CRD# 291647) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.