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Chief Compliance Officer · Heritage Investors Management Corp

Craig L Lukin

CRD 2033282 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Investors Management Corp, an SEC-registered wealth manager based in Bethesda, MD with $4.6 billion in regulatory assets, lists Craig L Lukin on its Form ADV as Chief Compliance Officer.

Firms and roles

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Craig’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.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Craig on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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