Robert I. Mccarver

HERITAGE INVESTMENT GROUP

Pompano Beach, FL 33062

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CRD#: 2484388

Professional summary

Robert Ian Mccarver, who also goes by R. Ian Mccarver, Robert Mccarver, is a registered financial advisor currently at HERITAGE INVESTMENT GROUP, INC. located in Pompano Beach, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 1 firm and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R. Ian Mccarver | Robert Mccarver

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.

Heritage Trust Protector Services, LLC; Non Investment-Related; Pompano Beach, FL; Trust Protector business; Manager; 11/18/2019; 4 hr/mo; 4 hr/mo during securities trading hours; no duties at this time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ian Mccarver'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

July 16, 2001 - Present

HERITAGE INVESTMENT GROUP, INC.

Office #1: 2480 N.e. 23rd Street, Pompano Beach, FL 33062

RIA

CRD#: 113204

Pompano Beach, FL

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".

HERITAGE INVESTMENT GROUP, INC.

CRD#: 113204 / SEC#: 801-60396

RIA

Registered Investment Advisory firm - (7/16/2001 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

Florida
(7/16/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 2

Date: 5/12/1994

Non-Member General Securities Examination

Current Firm

HERITAGE INVESTMENT GROUP, INC.

CRD#: 113204 / SEC#: 801-60396

RIA

Registered Investment Advisory firm - (7/16/2001 Approved)

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Contact information

Main Address

2480 N.e. 23rd Street, Pompano Beach, FL 33062

Mailing Address

Phone number

(954) 785-5400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE 2025 REVISED FORM ADV PARTS 2A AND 2B (12/2/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,913,368,545

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/22/2025	Cover Page	Report
10/04/2024	Cover Page	Report
01/19/2024	Cover Page	Report

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.

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Robert I. Mccarver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ian Mccarver's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE INVESTMENT GROUP, INC.

Primary Firm SEC Registration

HERITAGE INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 2

Date: 5/12/1994

Current Firm

HERITAGE INVESTMENT GROUP, INC.

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HERITAGE INVESTMENT GROUP, INC.

TRUST BUT VERIFY

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