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 2Thomas 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
Similar firms
FUSION FAMILY WEALTH, LLC
RIAWOODBURY, NY
SPIELBERGER & BROOKS, INC.
RIAWOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP
RIAWOODBURY, NY
TRIDENT ADVISORS LLC
RIAWOODBURY, NY
MG PLANNING SERVICES, INC.
RIAWOODBURY, NY
BADDISH SHAPIRO FINANCIAL PLANNING GROUP
RIAWOODBURY, NY