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President and Partner · Heritage Asset Advisors LTD., LLP

Patrick F Shinn

CRD 2442305 · 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 Patrick F Shinn on its Form ADV as President and Partner, a control person.

Firms and roles

AtlasMembers

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

Colleagues named on the same filings

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