Heritage Capital Advisors, LLC

Connecticut
Registered In
11/02/2001
Incorp. Date

Company Summary

Heritage Capital Advisors, LLC at 200 Glastonbury Blvd STE 101, Glastonbury, Ct 06033 lists Russell Bell and James E. Tyrrell II of Glastonbury, CT.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Email
************@gmail.com
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People

Peter G. Yacovone Registered Agent
386 EASTBURY HILL RD, GLASTONBURY, CT 06033 200 GLASTONBURY BLVD STE 101, GLASTONBURY, CT 06033
Russell Bell
200 GLASTONBURY BLVD STE 101, GLASTONBURY, CT 06033 1 HORIZON LN, GLASTONBURY, CT 06033
James E. Tyrrell II
200 GLASTONBURY BLVD STE 101, GLASTONBURY, CT 06033 92 TAMARAC DR, GLASTONBURY, CT 06033
Peter Yacovone
200 GLASTONBURY BLVD STE 101, GLASTONBURY, CT 06033 386 EASTBURY HILL RD, GLASTONBURY, CT 06033
Scott J. Leclaire
77 PARTRIDGE LNDG, GLASTONBURY, CT 06033 200 GLASTONBURY BLVD STE 101, GLASTONBURY, CT 06033

Map & Locations

200 GLASTONBURY BLVD STE 101, GLASTONBURY, CT 06033 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Heritage Capital Advisors, LLC

Form 5500

HERITAGE CAPITAL ADVISORS, LLC

200 Glastonbury Boulevard Suite 101, Glastonbury, Ct 06033 (860) 659-8886 EIN:86-1051433 Plan Admin:James Tyrrell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameHERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$13,714,837 / $11,314,393 2022 HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN - Plan #001 14 / 17 $13,714,837 / $11,314,393
2021 Plan NameHERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$10,901,303 / $13,714,837 2021 HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN - Plan #001 14 / 14 $10,901,303 / $13,714,837
2020 Plan NameHERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$7,482,741 / $10,901,303 2020 HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN - Plan #001 13 / 14 $7,482,741 / $10,901,303
2019 Plan NameHERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 13 Assets BOY/EOY$5,762,445 / $7,482,741 2019 HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN - Plan #001 10 / 13 $5,762,445 / $7,482,741
Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Person/City Match:Peter G Yacovone - Glastonbury, CT
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Person/City Match:Russell Bell - Glastonbury, CT
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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor
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