Taylor Jason Fucci

Investment adviser representative at Heritage Investors Management Corp

10 yearsExperience

2 statesRegistered in

CFADesignation

$4.6BFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

10 years in the industry.

No exams in this record.

Registered as an investment adviser representative in 2 states (MD, TX).

$4.6BAssets managed

762Clients

9Advisers

51 yearsIn business

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.