Best Investors Account Sign in
Inactive

Nancy Westervelt Mulvey

Heritage Financial Counselors, LLC

Bedminster, NJ

CRD 1213609

Claim This Profile
Employer firm

Heritage Financial Counselors, LLC CRD 288232

$236M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Heritage Financial Counselors, Llc

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-08-31
  • NJ RA
    APPROVED
    Since 2017-08-31

Branch Locations

442 Main Street (Route 202), Bedminster, NJ 07921 • 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
Lpl Financial, Llc Whippany NJ 04/2012 Present
Heritage Financial Counselors, Llc Bedminster NJ 07/2017 Present
Designations
  • Certified Financial Planner
Other Names
  • Nancy Jean Westervelt

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

CAMILLO ALFONSO MATTEUCCI
ARMANDO GENARO DIRIENZO
BRADLEY JOHN EICH

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ

More in Bedminster, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor