Heritage Investors Management Corp

CRD 110420 · Bethesda, MD · $4.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110420
SEC number: 801-10612
Firm type: RIA
Assets under management: $4.6B as of Mar 30, 2026
Website: www.linkedin.com/company/heritage-investors-management ↗
Phone: 301-951-0440
Address: 7101 Wisconsin Avenue, Bethesda, MD, 20814-4878

Advisors at this firm

8 in our index · page 1 of 1

Michael Stewart CornfeldCRD 1783964 · Bethesda, MD

IA Registered
Brian Michael CurtinCRD 5399503 · Bethesda, MD

IA RegisteredRegistration inactive
Kenneth James LongCRD 2687493 · Bethesda, MD

IA Registered
Craig L LukinCRD 2033282 · Bethesda, MD

IA Registered
Laura L McareeCRD 3202593 · Bethesda, MD

IA Registered
Andrew Marc SchenkerCRD 5563017 · Bethesda, MD

IA RegisteredRegistration inactive
Derek Robert StoneCRD 1783956 · Bethesda, MD

IA Registered
Scott B WilsonCRD 5045297 · Bethesda, MD

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 110420 ↗ FINRA BrokerCheck record for firm CRD 110420 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.