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President/co-Trustee of Frederick R. Maclean, JR. REV. Trust · Heritage Investment Group, Inc.

Jr. F. R. Maclean

CRD 4409805 · 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 Jr. F. R. Maclean on its Form ADV as President/co-Trustee of Frederick R. Maclean, JR. REV. Trust, a control person.

Firms and roles

  • Heritage Investment Group, Inc.President/co-Trustee of Frederick R. Maclean, JR. REV. TrustWealth manager · Pompano Beach, FL · $2.2B in regulatory assets

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Jr.’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2001 (25 years)
Designations
Certified Financial Planner, Chartered Financial Analyst
Exams
–
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

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Jr.’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
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Previous firms, with start and end dates
1 firmLocked
Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
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Colleagues named on the same filings (8)

  • 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.
  • Heide R. TaylorCo-Trustee of the Taylor Family REV. Trust, Heritage Investment Group, Inc.

3 more people named with Jr. 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 Jr.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.