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Vincent Serratore

Senior Managing Director, CcoHeritage Wealth Management, Inc.CRD 2656617

About Vincent Serratore

Vincent Serratore is listed as Senior Managing Director, Cco at Heritage Wealth Management, Inc. in Medford, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Vincent Serratore work?

Vincent Serratore is listed as Senior Managing Director, Cco at Heritage Wealth Management, Inc. on SEC Form ADV.

How much of Heritage Wealth Management, Inc. does Vincent Serratore own?

Form ADV reports a beneficial ownership band of Over 75%.

Heritage Wealth Management, Inc.

TitleSenior Managing Director, Cco
OwnershipOver 75%
Control personYes
Since2011
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