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Heritage Wealth Management

CRD 159158  ·  Medford, MA  ·  $153.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
159158
SEC number
801-132674
Firm type
RIA
Assets under management
$153.2M as of Mar 20, 2026
Website
www.linkedin.com/COMPANY/3632542 ↗
Phone
800-620-9330
Address
0 Governors Avenue, Medford, MA, 02155

Advisors at this firm

2 in our index · page 1 of 1

  • Katherine Salome HorganCRD 1601776 · Osterville, MA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Vincent SerratoreCRD 2656617 · Medford, MA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–2 of 2

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 159158 ↗ FINRA BrokerCheck record for firm CRD 159158 ↗ 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.

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