Heritage Financial Advisory Employee Directory

Q: What is Heritage Financial Advisory known for?

Heritage Financial Advisory was founded in 1987. Heritage Financial Advisory operates in the Investment Management industry.

Q: How many employees does Heritage Financial Advisory have currently?

Heritage Financial Advisory has approximately 11 employees.

Investment ManagementNew York, United States11-50 Employees

At Heritage Financial Advisory, we're dedicated to ensuring you reach your full potential so you can have a lasting impact on the people and causes that matter most to you. So, we make a point of emphasizing preparation, education, and execution every step of the way. And with our podcasts, weekly educational emails, and online videos, we provide a multitude of insights to help you feel fully equipped to take on whatever life throws at you.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Heritage Financial Advisory, 180 East Main Street, Suite 301, Smithtown, NY 11787. 631-878-5117. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Find Heritage Financial Advisory employees' phone numbers or email addresses

Heritage Financial Advisory Global Highlights

North America
14

United States Of America
14

Heritage Financial Advisory's Leadership

C. B.
Chief Relationship Manager
Mobile Phone
Email
C. B.
Chief Relationship Manager
Mobile Phone
Email
L. D.
President
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
M. D.
Financial Advisor
Mobile Phone
Email
M. D.
Finance Executive
Mobile Phone
Email

Contact profiles from Heritage Financial Advisory

Name

Title

Contact Info

Location

Last Update

L. D.
President
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
J. S.
President
Mobile Phone
Email
Oct 22, 2024
C. B.
Chief Relationship Manager
Mobile Phone
Email
United StatesNew York
Nov 14, 2025
C. B.
Chief Relationship Manager
Mobile Phone
Email
United States
Oct 21, 2024
M. D.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Nov 17, 2025
M. D.
Finance Executive
Mobile Phone
Email
United StatesNew York
Feb 02, 2024

Frequently Asked Questions

What is Heritage Financial Advisory known for?

Heritage Financial Advisory was founded in 1987 operates in the Investment Management industry. The company's main headquarters is located in 180 East Main Street, Suite 301. Explore Heritage Financial Advisory's company overview page for more information.

What is Heritage Financial Advisory's most common email format?

Heritage Financial Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Advisory email formats with LeadIQ.

How many employees does Heritage Financial Advisory have currently?

Heritage Financial Advisory has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Heritage Financial Advisory's key employees and leadership?

As of December 2025, Heritage Financial Advisory's key employees include:

Chief Relationship Manager: C. B.
Chief Relationship Manager: C. B.
President: L. D.
President: J. S.
Financial Advisor: M. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking