Heritage Investment Group, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

113204

SEC number

801-60396

Firm type

RIA

Assets under management

$2.2B as of Mar 19, 2026

Website

www.heritageinvestment.com ↗

Phone

954-785-5400

Address

2480 N.E. 23rd Street, Pompano Beach, FL, 33062

Advisors at this firm

12 in our index · page 1 of 1

• Stacy Lee BlissCRD 2069245 · Pompano Beach, FL
  IA Registered
• Craig Chih-Hsin ChuangCRD 2782275 · Pompano Beach, FL
  IA Registered
• Erik Olin JohnsonCRD 3223189 · Orlando, FL
  IA Registered
• Anne Beard MacleanCRD 2484394 · Pompano Beach, FL
  IA Registered
• Frederick Richards MacleanCRD 6869834 · Pompano Beach, FL
  IA RegisteredRegistration inactive
• Frederick Richards Maclean, Jr.CRD 4409805 · Pompano Beach, FL
  IA Registered
• Nicklaus Brandon MattinglyCRD 5940782 · Tampa, FL
  IA Registered
• Robert Ian MccarverCRD 2484388 · Pompano Beach, FL
  IA Registered
• Jeff D RealejoCRD 6364642 · Pompano Beach, FL
  IA RegisteredRegistration inactive
• Timothy Glenn SlatteryCRD 2322112 · Pompano Beach, FL
  IA Registered
• Samuel Hardy TaylorCRD 2455461 · Pompano Beach, FL
  IA Registered
• David Kenneth TeasCRD 6037772 · Pompano Beach, FL
  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.

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