Vincent Serratore
Investment adviser representative at Heritage Wealth Management
25 yearsExperience
2 statesRegistered in
$153.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Coastal Equities, IncNov 2015 to now
- Heritage Wealth ManagementNov 2011 to now
- Heritage Financial Group, Inc.Feb 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Heritage Wealth Management
Legal name: Heritage Wealth Management, Inc.
$153.2MAssets managed
218Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2656617
- Firm CRD
- 159158