Anne B. Maclean
Professional summary
Anne Beard Maclean, who also goes by Anne Maclean, Sherry Maclean, Anne Beard Sherwood, is a registered financial advisor currently at HERITAGE INVESTMENT GROUP, INC. located in Pompano Beach, Florida.
Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anne has worked at 1 firm and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anne Beard Maclean's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 1994 - Present
HERITAGE INVESTMENT GROUP, INC.
Office #1: 2480 N.e. 23rd Street, Pompano Beach, FL 33062Primary Firm SEC Registration
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204 / SEC#: 801-60396
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/1994)
Exams
Series 2
Date: 4/14/1994
Non-Member General Securities ExaminationCurrent Firm
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204 / SEC#: 801-60396
Contact information
SEC notice filing (28 States and Territories)
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 | ||
| 10/04/2024 | ||
| 01/19/2024 |
Red Flags
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Company Information
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204Pompano Beach, FL 33062TRUST BUT VERIFY
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