American Heritage Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
15
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 under individual ownership. Public records in the dataset provide limited detail about the firm's business model or client focus; its classification is listed as "Unclassified." The firm is flagged as not being a capital allocator and is not identified as an active ESG investor. It is also not marked as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 15
  • Michael Prescott

    Registered RepresentativeCRD 4269647

  • Tyler Krummel

    Tyler Krummel

    PartnerCRD 6186806

  • Brian Vincelette

    Brian Vincelette

    Financial AdvisorCRD 5584604

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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