Heritage Financial Systems, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 133019
- Registered since
- March 16, 2005
Firm profile
FINTRXOverview
Heritage Financial Systems, LLC is an owner-operated limited liability company that has been SEC-registered since 2005. The firm is classified as "unclassified" in the available regulatory snapshot and is organized under individual ownership rather than as a capital allocator or related-adviser structure. The firm's regulatory profile indicates it is not an active ESG investor, not registered as a multi-state adviser, and not identified as a pension consultant.
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
Owners & executives
1 of 1Brian Lureen
President and Chief Executive OfficerCRD 1613204
Contacts
2 of 2Wayne Ellison
Director of OperationsCRD 1454652
Jerry Fenimore
Registered RepresentativeCRD 1938594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 5 Great Valley Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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