Menu
Search icon

HERITAGE CAPITAL ADVISORS, LLC

Company Details

Entity Name: HERITAGE CAPITAL ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 02 Nov 2001 (Companies founded in November 2001)
Business ALEI: 0695241
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 200 GLASTONBURY BLVD SUITE 101, GLASTONBURY, CT, 06033, United States
Mailing address: 200 GLASTONBURY BLVD SUITE 101, GLASTONBURY, CT, United States, 06033
ZIP code: 06033 (Companies in Hartford, 06033)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: debraquinnco@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2023 861051433 2024-08-16 HERITAGE CAPITAL ADVISORS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2024-08-16
Name of individual signing JAMES E TYRRELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-16
Name of individual signing JAMES E TYRRELL
Valid signature Filed with authorized/valid electronic signature
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2022 861051433 2023-10-03 HERITAGE CAPITAL ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2021 861051433 2022-10-02 HERITAGE CAPITAL ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2020 861051433 2021-09-09 HERITAGE CAPITAL ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2019 861051433 2020-10-09 HERITAGE CAPITAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2018 861051433 2019-10-09 HERITAGE CAPITAL ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2017 861051433 2018-10-10 HERITAGE CAPITAL ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2016 861051433 2017-10-13 HERITAGE CAPITAL ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2015 861051433 2016-07-19 HERITAGE CAPITAL ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033
HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN 2014 861051433 2015-09-25 HERITAGE CAPITAL ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541990
Sponsor’s telephone number 8606598886
Plan sponsor’s address 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
PETER G. YACOVONE Agent 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033, United States 200 GLASTONBURY BOULEVARD, SUITE 101, GLASTONBURY, CT, 06033, United States +1 860-682-2877 debraquinnco@gmail.com 386 EASTBURY HILL RD., GLASTONBURY, CT, 06033, United States

Officer

Name Role Business address Residence address
JAMES E. TYRRELL II Officer 200 GLASTONBURY BLVD, SUITE 101, GLASTONBURY, CT, 06033, United States 92 TAMARAC DRIVE, GLASTONBURY, CT, 06033, United States
PETER YACOVONE Officer 200 GLASTONBURY BLVD, SUITE 101, GLASTONBURY, CT, 06033, United States 386 EASTBURY HILL ROAD, GLASTONBURY, CT, 06033, United States
SCOTT J. LECLAIRE Officer 200 GLASTONBURY BLVD., STE 101, GLASTONBURY, CT, 06033, United States 77 PARTRIDGE LANDING, GLASTONBURY, CT, 06033, United States
RUSSELL BELL Officer 200 GLASTONBURY BLVD., STE 101, GLASTONBURY, CT, 06033, United States 1 HORIZON LN, GLASTONBURY, CT, 06033, United States

History

Type Old value New value Date of change
Name change HERITAGE CAPITAL GROUP, LLC HERITAGE CAPITAL ADVISORS, LLC 2003-05-21
Name change HERITAGE CAPITAL ADVISORS, LLC HERITAGE CAPITAL GROUP, LLC 2003-02-13

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012144184 2024-03-28 No data Annual Report Annual Report No data
BF-0011406024 2023-02-24 No data Annual Report Annual Report No data
BF-0010382155 2022-03-11 No data Annual Report Annual Report 2022
0007162066 2021-02-16 No data Annual Report Annual Report 2021
0006765240 2020-02-20 No data Annual Report Annual Report 2020
0006518953 2019-04-03 No data Annual Report Annual Report 2016
0006518945 2019-04-03 No data Annual Report Annual Report 2013
0006518965 2019-04-03 No data Annual Report Annual Report 2019
0006518941 2019-04-03 No data Annual Report Annual Report 2012
0006518955 2019-04-03 No data Annual Report Annual Report 2017

Related by officers

PETER G. YACOVONE

EASTBURY FINANCIAL SERVICES, LLC HERITAGE FINANCIAL ASSOCIATES, INC.

JAMES E. TYRRELL II

JET FINANCIAL SERVICES, LLC HERITAGE FINANCIAL ASSOCIATES, INC.

SCOTT J. LECLAIRE

SJL FINANCIAL SERVICES, LLC SR FINANCIAL ADVISORS LLC HERITAGE FINANCIAL ASSOCIATES, INC.

RUSSELL BELL

RUSSELL BELL FINANCIAL GROUP, LLC RUSSELL BELL FINANCIAL SERVICES LLC TRAVELERS TELECOM CORPORATION

Related by address

200 GLASTONBURY BLVD SUITE 101, GLASTONBURY, CT, 06033, United States

EASTBURY FINANCIAL SERVICES, LLC

200 GLASTONBURY BLVD SUITE 101, GLASTONBURY, CT, United States, 06033

EASTBURY FINANCIAL SERVICES, LLC

Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 connecticutcompanysearch.com, Part of Big Data Integrated