President and Chief Compliance Officer · Heritage Retirement Advisors, LLC
Gregory L. Hutto
CRD 2742911 · Named on Form ADV at one SEC-registered adviser
At a glance
Heritage Retirement Advisors, LLC, an SEC-registered wealth manager based in Colleyville, TX with $351 million in regulatory assets, lists Gregory L. Hutto on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Heritage Retirement Advisors, LLCPresident and Chief Compliance OfficerWealth manager · Colleyville, TX · $351M in regulatory assets
AtlasMembers
Gregory’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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- 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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.