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Co-Trustee of the Teas Revocabletenancy by the Entirety Trust · Heritage Investment Group, Inc.

Courtney E. Teas

CRD 7024967 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Investment Group, Inc., an SEC-registered wealth manager based in Pompano Beach, FL with $2.2 billion in regulatory assets, lists Courtney E. Teas on its Form ADV as Co-Trustee of the Teas Revocabletenancy by the Entirety Trust.

Firms and roles

  • Heritage Investment Group, Inc.Co-Trustee of the Teas Revocabletenancy by the Entirety TrustWealth manager · Pompano Beach, FL · $2.2B in regulatory assets

AtlasMembers

Courtney’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Colleagues named on the same filings (8)

  • Jr. F. R. MacleanPresident/co-Trustee of Frederick R. Maclean, JR. REV. Trust, Heritage Investment Group, Inc.
  • Samuel H. TaylorVice President/cco/ Co-Trustee of the Taylor Family REV. Trust, Heritage Investment Group, Inc.
  • Robert I. McCarverSecretary/treasurer, Heritage Investment Group, Inc.
  • Laura G. MacleanCo-Trustee of Frederick R. Maclean, JR. REV. Trust/trustee of Maclean Family Trust, Heritage Investment Group, Inc.
  • Timothy G. SlatteryChief Investment Officer/trustee of Timothy Glenn Slattery REV. Trust, Heritage Investment Group, Inc.

3 more people named with Courtney on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Courtney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.