Brian Louis Boll
Investment adviser representative at Heritage Family Offices, LLP
10 yearsExperience
1 stateRegistered in
$423.3MFirm assets
3 yearsFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Heritage Family Offices, LLPJun 2024 to now
- Heritage Family Office, LLPMay 2024 to now
- Heritage Wealth Management, LLCJan 2016 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Heritage Family Offices, LLP
$423.3MAssets managed
250Clients
4Advisers
3 yearsIn 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
- 2897355
- Firm CRD
- 323930