Timothy Glenn Slattery

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

• 01/2004 → Present
  Heritage Investment Group, Inc.
  Tampa, FL

Previous Registrations

• 2003-01-01 → 2006-10-24
  Heritage Institutional Advisors, Llc
  Tampa, FL

Other Businesses

University of Tampa; Non Investment-Related; Tampa, FL; School; Professor; 1/2018; 16 hrs/mo; 0 hrs/mo during securities trading hours; Teaches students.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-22
• S63 Uniform Securities Agent State Law Examination
  1996-11-12

Other Names

• Tim Slattery