Heritage Advisory LLC
Firm details
- Headquarters
- Woodbury, New York
- CRD number
- 339886
- Fee structure
- Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Heritage Advisory LLC is organized as a limited liability company that offers financial planning services. The firm is classified as unclassified in the record and is not designated as a capital allocator. Its fee model is described as fixed fees and other fee arrangements. The profile indicates the firm is not an active ESG investor, is not a pension consultant, and is not recorded as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Thomas Fanning
PartnerCRD 5683053
Christopher Halvey
Managing DirectorCRD 5383605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbury, NY
Nassau
Location
Woodbury, NY
Headquartered in Woodbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 135 Crossways Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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