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Anne Elizabeth Shinn

Vice President And Chief Compliance OfficerHeritage Asset Advisors Ltd., LLPCRD 5339805

About Anne Elizabeth Shinn

Anne Elizabeth Shinn is listed as Vice President And Chief Compliance Officer at Heritage Asset Advisors Ltd., LLP. Form ADV reports a beneficial ownership band of 25-50%. Anne Elizabeth Shinn is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Heritage Asset Advisors Ltd., LLP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Anne Elizabeth Shinn work?

Anne Elizabeth Shinn is listed as Vice President And Chief Compliance Officer at Heritage Asset Advisors Ltd., LLP on SEC Form ADV.

How much of Heritage Asset Advisors Ltd., LLP does Anne Elizabeth Shinn own?

Form ADV reports a beneficial ownership band of 25-50%.

Heritage Asset Advisors Ltd., LLP

TitleVice President And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2007
View Heritage Asset Advisors Ltd., LLP →

Heritage Asset Advisors Ltd., LLP

TitleVice President And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2007
View Heritage Asset Advisors Ltd., LLP →