Christopher Todd Angle

Employer firm

Heritage Capital, LLC CRD 127650

$147M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PROFIT SHARING AND 401K PLANS

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

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

Current Employers

Employment History

• 11/2005 → Present
  Asset/Risk Mgmt
  Redding, CT
• 05/2018 → Present
  Heritage Capital Llc
  Woodbridge, CT
• 06/2015 → 12/2016
  Heritage Capital Llc
  Woodbridge, CT

Previous Registrations

• 2015-06-30 → 2016-11-22
  Heritage Capital, Llc
  Redding, CT
• 2008-08-28 → 2014-12-16
  Heritage Capital, Llc
  Redding, CT
  Woodbridge, CT
• 2003-08-18 → 2005-12-31
  Beneficial Capital Inc.
  Woodbridge, CT

Other Businesses

I SELL BOOKS UNDER THE D/B/A OF PHILOSOPHY PUBLISHING CO. I TEACH CHILDREN AND ADULTS THE SPORT OF JUDO UNDER THE COMPANY NAMED STAMFORD LEARNING CENTER, LLC. A AM A COMMODITIES TRADING ADVISOR FOR ASSET/RISK MGMT. I AM AN INVESTMENT ADVISER REPRESENTATIVE FOR HERITAGE CAPITAL. I AM AN INSURANCE REP FOR GLOVER AGENCY OF NORWALK, CT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1998-11-11