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
Similar firms
MG Planning Services, Inc.
RIAWoodbury, NY
SA Asset Management, Inc.
RIAWoodbury, NY
Consolidated Portfolio Review Corp
RIAWoodbury, NY
Fusion Family Wealth, LLC
RIAWoodbury, NY
Baddish Shapiro Financial Planning Group
RIAWoodbury, NY
Vanderbilt Advisory Services
RIAWoodbury, NY