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Vice President/cco/ Co-Trustee of the Taylor Family REV. Trust · Heritage Investment Group, Inc.

Samuel H. Taylor

CRD 2455461 · 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 Samuel H. Taylor on its Form ADV as Vice President/cco/ Co-Trustee of the Taylor Family REV. Trust, a control person.

Firms and roles

  • Heritage Investment Group, Inc.Vice President/cco/ Co-Trustee of the Taylor Family REV. TrustWealth manager · Pompano Beach, FL · $2.2B in regulatory assets

AtlasMembers

Samuel’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 (8)

  • Jr. F. R. MacleanPresident/co-Trustee of Frederick R. Maclean, JR. 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 Samuel 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 Samuel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.