Investment adviser representative · Heritage House Asset Management
Angelica Aquilino
CRD 7854595 · Boston, MA
At a glance
Angelica Aquilino is an investment adviser representative with Heritage House Asset Management in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Angelica’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Heritage House Asset ManagementSince April 2024Boston, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Angelica’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Heritage House Asset Management
- Michael D. AquilinoBoston
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