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Christopher Ryan Halvey

Heritage Advisory LLC

Woodbury, NY

Woodbury, NY

CRD 5383605

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Employer firm

Heritage Advisory LLC CRD 339886

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Heritage Advisory Llc

135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-14
  • NY RA
    APPROVED
    Since 2026-04-14

Branch Locations

135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States

135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Strategies, Llc Woodbury NY 06/2008 Present
  • 06/2008 → Present
    Heritage Strategies, Llc
    Woodbury, NY
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

VANDERBILT ADVISORY SERVICES
CONSOLIDATED PORTFOLIO REVIEW CORP
FUSION FAMILY WEALTH, LLC

Nearby Investors

BRETT IAN GOLDSTEIN
AARON DELSIGNORE
PHILIP MICHAEL SCHOLLER

Nearby Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
FUSION FAMILY WEALTH, LLC · WOODBURY, NY

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