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CE

Colleen F. Echausse

HERITAGE FINANCIAL COUNSELORS
Bedminster, NJ 07921
Some features on this profile are disabled
CRD#: 1812855
CE

Professional summary

Colleen Friday Echausse, who also goes by Colleen Ann Echausse, Colleen Echausse, Colleen Ann Friday, is a registered financial advisor currently at HERITAGE FINANCIAL COUNSELORS, LLC located in Bedminster, New Jersey.

Colleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Colleen has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Colleen Ann Echausse | Colleen Echausse | Colleen Ann Friday

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen Friday Echausse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 3, 2023 - Present

HERITAGE FINANCIAL COUNSELORS, LLC

Office #1: 442 Main Street (route 202), Bedminster, NJ 07921
RIA
CRD#: 288232
Bedminster, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HERITAGE FINANCIAL COUNSELORS, LLC
HERITAGE FINANCIAL COUNSELORS, LLC

CRD#: 288232 / SEC#: 801-110841

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/3/2023)

Exams

Current Firm

HF
HERITAGE FINANCIAL COUNSELORS, LLC
HERITAGE FINANCIAL COUNSELORS, LLC

CRD#: 288232 / SEC#: 801-110841

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)
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Contact information

Main Address
442 Main Street (route 202), Bedminster, NJ 07921
Mailing Address
Phone number
(862) 579-2899
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts394
AUM (Assets Under Management)$ 201,217,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HERITAGE FINANCIAL COUNSELORS, LLC

CRD#: 288232Bedminster, NJ 07921

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