Frederick Richards Maclean, Jr.

Employer firm

Heritage Investment Group, Inc. CRD 113204

$2.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTATIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1993 → Present
  Heritage Investment Group, Inc.
  Pompano Beach, FL

Previous Registrations

• 2005-04-28 → 2006-10-24
  Heritage Institutional Advisors, Llc
  Pompano Beach, FL

Other Businesses

Heritage Trust Protector Services, LLC; Non Investment-Related; Pompano Beach, FL; Trust Protector business; Manager; 11/18/2019; 4 hr/mo; 4 hr/mo during securities trading hours; no duties at this time.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Frederick Richards Maclean
• Frederick Richards Maclean
• Frederick Richards Maclean, Jr.
• Frederick Richards Maclean Jr.