HERITAGE CAPITAL ADVISORS, LLC
CRD #115308 SEC #801-60796 ST PAUL, MN 612-272-2913
SEC Registered
Total AUM
$66.7M
Discretionary
$66.7M
Employees
4
Clients
--
Accounts
87
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRETT, MARK, SCOTT | I | COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRETT, MARK, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MOLLER, SCOTT, FRED | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MOLLER, SCOTT, FRED | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MOLLER, SCOTT, FRED | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| BARRETT, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
| MOLLER, SCOTT, FRED | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 27, 2023 REGISTERED
Notice Filings (1)
MN
Address
3900 NORTHWOODS DRIVESUITE 315
ST PAUL, MN 55112
United States
Phone: 612-272-2913