American Heritage Securities, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Akron, Ohio
CRD number
29678
Registered since
January 21, 1992

Firm profile

FINTRX

Overview

American Heritage Securities, Inc. is organized as a corporation and shows an SEC registration date of 1992. The snapshot classifies ownership as individual and lists the firm's classification as "unclassified." The profile flags several negative attributes in the dataset: the firm is not identified as a capital allocator, it is not an active ESG investor, and it is not designated as a multistate adviser, newly formed adviser, pension consultant, or related adviser. The snapshot does not enumerate the firm's client base, fee structure, business activities, or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 14
  • Michael Prescott

    Registered RepresentativeCRD 4269647

  • Tyler Krummel

    Tyler Krummel

    PartnerCRD 6186806

  • Brian Vincelette

    Brian Vincelette

    Financial AdvisorCRD 5584604

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
50 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth