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 a corporation that registered with the SEC in 1992 and is owned by an individual. Public records classify the firm as "unclassified" and identify several regulatory/status flags: it does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, is not a pension consultant, and is not listed as a related adviser. The firm has not supplied descriptive details about its advisory activities, fee arrangements, or specific business lines in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 14
  • MICHAEL PRESCOTT

    Registered RepresentativeCRD 4269647

  • TYLER KRUMMEL

    Financial AdvisorCRD 6186806

  • BRIAN VINCELETTE

    Financial AdvisorCRD 5584604

Unlock 11 more contacts

Wealth teams

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth