Charles P. Weidman

HERITAGE FINANCIAL COUNSELORS

Bedminster, NJ 07921

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CRD#: 3252726

Professional summary

Charles Patrick Weidman, CFP® is a registered financial advisor currently at HERITAGE FINANCIAL COUNSELORS, LLC located in Bedminster, New Jersey.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Charles has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Charles Patrick Weidman'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

August 10, 2017 - Present

HERITAGE FINANCIAL COUNSELORS, LLC

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

RIA

CRD#: 288232

Bedminster, NJ

Past

March 27, 2012 - September 6, 2017

LPL FINANCIAL LLC

CRD#: 6413

WHIPPANY, NJ

Past

March 23, 2012 - September 6, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

WHIPPANY, NJ

Past

June 30, 2010 - March 29, 2012

FINANCIAL LIFE FOCUS, LLC

RIA

CRD#: 152904

LIVINGSTON, NJ

Past

March 5, 2007 - June 30, 2010

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

LIVINGSTON, NJ

Past

March 5, 2007 - June 30, 2010

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

LIVINGSTON, NJ

Past

January 27, 2006 - February 21, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

FAIRFIELD, NJ

Past

May 11, 2005 - February 21, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FAIRFIELD, 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".

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
(8/10/2017)

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

State Security Law Exam

IAR

Series 66

Date: 1/6/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/10/2005

General Securities Representative Examination

Current Firm

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

SEC notice filing (3 States and Territories)

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 Accounts	394
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.

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Advisor Monitoring

Firm Stability Insights

Charles P. Weidman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Patrick Weidman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FINANCIAL LIFE FOCUS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

HERITAGE FINANCIAL COUNSELORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2006

Series 63

Date: 7/12/2005

SIE

Date: 9/6/2017

Series 7

Date: 5/10/2005

Current Firm

HERITAGE FINANCIAL COUNSELORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HERITAGE FINANCIAL COUNSELORS, LLC

TRUST BUT VERIFY

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