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Partner · Heritage Asset Advisors LTD., LLP

Laura A. Smith

CRD 5339819 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Asset Advisors LTD., LLP, an SEC-registered wealth manager with $307 million in regulatory assets, lists Laura A. Smith on its Form ADV as Partner.

Firms and roles

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Laura’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
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When each role began
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Each firm’s assets and growth
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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

  • Anne E. ShinnVice President and Chief Compliance Officer, Heritage Asset Advisors LTD., LLP
  • Katie E. TennentPartner, Heritage Asset Advisors LTD., LLP
  • Patrick F ShinnPresident and Partner, Heritage Asset Advisors LTD., LLP

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